Data Centre Focused REITs Comparison @ 13 March 2022

REIT_TIREMENT
2022-03-13

$DigiCore Reit USD(DCRU.SI)$ $KEPPEL DC REIT(AJBU.SI)$ $MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$ 

Below is the comparison for data centre focused REITs based on the latest result  (include Digital detail from IPO prospectus), extracted from SREITs Data page:

Image byananititfromPixabay

Fundamental

* Growth Trend for DPU is not adjusted for equity fundraising.

REIT with the most number of green cells:

1) Basic Profile & Key Statistics - MIT

2) Related Parties Shareholding - DCR

3) Lease Profile - DCR & MIT

4) Debt Profile - DCR

5) Diversification - MIT

6) Key Financial Metrics - KDC

7) Growth Trend - KDC

8) Overall - MIT, followed by KDC

Reversion to Mean

REIT with the most number of green cells:

1) 52 Weeks - KDC

2) Dividend Yield - KDC

3) P/NAV - MIT

4) Overall - KDC, followed by a tie between DCR & MIT


Above is just a quick comparison, you could refer below for more detail on the individual review:

- Digital Core REIT IPO - Fundamental Summary from IPO Prospectus - https://www.reit-tirement.com/2021/12/digital-core-reit-ipo-fundamental.html

- Keppel DC REIT Review @ 31 January 2022 - https://www.reit-tirement.com/2022/01/keppel-dc-reit-review-31-january-2022.html

- Mapletree Industrial Trust Review @ 2 February 2022 - https://www.reit-tirement.com/2022/02/mapletree-industrial-trust-review-2.html


You could also refer below for more information:

SREITs Dashboard @https://www.reit-tirement.com/p/sreits-dashboard.html - Detailed information on individual Singapore REIT

SREITs Data @https://www.reit-tirement.com/p/sreit-data.html - Overview and Detail of Singapore REIT

REIT Analysis @https://www.reit-tirement.com/p/reits-analysis.html- List of previous REIT analysis posts


And you could join the following to support my work:

Singapore REITs Post Telegram Channel @https://t.me/reit_tirement- Join to receive posts for Singapore REITs

REIT-TIREMENT Patreon @https://www.patreon.com/reit_tirement- Support my work and get exclusive contents

REIT-TIREMENT Facebook Page @https://www.facebook.com/reit.tirement- Support by liking my Facebook Page

REIT Investing Community @https://www.facebook.com/groups/reit.tirement- Facebook Group where members share and discuss REIT topic


*Disclaimer: Materials in this blog are based on my research and opinion which I don't guarantee accuracy, completeness, and reliability. It should not be taken as financial advice or a statement of fact. I shall not be held liable for errors, omissions and loss or damage as a result of the use of the material in this blog. Under no circumstances does the information presented on this blog represent a buy, sell, or hold recommendation on any security, please always do your own due diligence before any decision is made.

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.

Comments

  • Anzygart
    2022-03-14
    Anzygart
    Prices of S-REITs still under pressure lately. Patience is important to avoid overpaying for the stock. $KEPPEL DC REIT(AJBU.SI)$ for example, dropped 4c today which is a lot if you buy sizable lots
  • Kraken 1
    2022-03-14
    Kraken 1
    offers quite a bit of stability given macro conditions. certainly not exciting but pretty stable
    • REIT_TIREMENT: 
      still entry price is important, imagine if u get kdc at 3.16
  • ANNIEPLTAN
    2022-03-15
    ANNIEPLTAN
    Good analysis.  Will look at taking small position in $KEPPEL DC REIT(AJBU.SI)$
  • ramondk
    2022-03-15
    ramondk
    Digicore looks good value now but the dividend yield a bit low
  • 88wlam88
    2022-03-15
    88wlam88
    Great article, thanks for sharing, DC wREIT llcbe the shining star in the long run
  • Ermmmmmm
    2022-03-15
    Ermmmmmm
    Not hot anymore
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