MHh
07-27
I definitely see Keppel dc reit continuing its upward moment. The demand for AI and technology remains strong and this will drive the demand for data centres in Singapore. This demand will not be met with increased supply as the Singapore government has stated not for additional data centres. This will definitely help drive Keppel dc Reit up.


I have previously evaluated other data centre reits available on the Singapore stock exchange like Mapletree industrial and Ascendas and I like all 3 though their focus and data centre properties differ.


I think now is a good time to buy even though it has hit its 52week high. Analyst put the target price at $3.40 but I think there will be more room to climb especially when rate cuts lend more momentum and I expect its DPU to continue to rise. Of the upcoming ones on 31/7, I am not bullish on them. I am bullish for Ascendas and mapletree industrial as they ride the same wave as kepple dc reit.
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CapLand 52-W Highs: Are SREIT ETFs Smart Play?
Singapore’s REIT market has been shining in 2025. For Singapore investors, REITs have long been synonymous with steady cash flow and high dividends. With Singapore’s tax advantages, REIT ETFs could become an even more important tool for long-term portfolio allocation. Do you think it’s safer to buy individual REITs or go with ETFs? If you could only pick one REIT ETF, which would you choose—and why? With S-REITs hitting new highs, would you still chase now, or wait for a pullback? How do you think a Fed rate cut would impact REITs?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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