I think the report forgets to mention that the managers buy an asset in China and lease it back to the seller - and they default on the rent indefinitely and basically tell them they can do nothing about it because nobody else will rent it. The courts will not help and the client basically monetised their assets laughed at them and still get to use the building for free. Just a very poor reflection on management, competence and governance. I would not buy.
Maybank Initiates "Buy" on Keppel DC REIT With S$2.40 Target, Citing AI And Cloud-Driven Growth Potential
But harsh but I do feel he should have cut given the economic data. Unfortunately I do feel he is not cutting because of what Trump is saying and he is not Being impartial to politics.
Trump Says Interest Rates Should Be "2.5 Points Lower"
Far from worry free - Keppell DC REIT has the issue in Guanghzou with the major tenant defaulting and no solution so far. Parkway Life simply does not yield enough and share price doesn't move because of this. Capitaland and Ascendas is a but too volatile. S Reits is not a good investment, Prices have been depressed and subject to huge idiosynchratic risk such as Manulife, Mapletree. Just put your money in a term deposit. That is worry free.
3 Worry-Free Singapore REITs That Deserve a Place in an Income Investor's Portfolio
What musk needs to realise is that if Tesla falls - Trump will not talk to him anymore and disregard him. He will no longer run Doge. Tesla is the foundation to everything. He needs to give it more attention and appoint a CEO if he has no time to run the company and wants to focus on politics. Very concerned
$Keppel DC Reit(AJBU.SI)$ this is outrageous. The company enters into a sale and lease back deal and gets totally screwed over By the seller and now they are refusing to pay the rent and saying to KDCR - wtf r u going to do about it? This is China. Wtf were the management thinking? What DD did they perform and did they hire an advisor. the management and board should be held accountable. It is not their money it is shareholders money - which they are blowing up!
Apples AI strategy is to wait and see. once the technology has reached a level of maturity it will sweep in with an upgrade of Siri and other items. The ultimate stage of AI is to have a personal assistant that can do anything you ask - merging Siri with a future flawless AI will be exactly that. Apple has often waited and not rushed products. Eg IPhone and Apple Watch and IPad. once it does join it swamps the market - it is now the biggest phone, watch and tablet seller in the world.
Will anybody still use Facebook in 10 years time? I don't know anybody born after 2010 who uses Facebook. All old people like me. The future is something else. However, I don't know anybody who does not watch YouTube!
There is a lot of validity in this but there is an assumption that the big boys will sit there and do nothing. Google has already responded with a major AI upgrade which is far more impressive than chat GPT. My bets are on Google to win this given there size and resources. Amazon is not in search engines and will be less effected in my view.
Bill Gates Says Amazon and Google are Facing a Major Threat
They should just remove the tax and ban property purchases from prople of a particular country that is the source of driving properry inflation all around the world Based in statistics ti al has Information and data of past sales. This is not racism but just using the data and addressing the source of the problem based on facts.
Singapore’s Property Tax Won’t Be Hurting These Foreign Buyers