$Keppel DC Reit(AJBU.SI)$  A 20% plunge in share price since their troubles with their China tenant seems a little overkill to me. The decrease in DPU was not due to company fundamentals nor industry weakness, instead it is only due to problems with a single tenant. All will be well once they rotate to d different tenant. Thus I think this is a good dip buy opportunity for anybody who enter now.

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  • Pradyumn
    ·02-08
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    Great ariticle, would you like to share it?

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    • Dnumde83
      No article. My own analysis, but based on their earnings report


      https://thesmartinvestor.com.sg/keppel-dc-reits-2023-dpu-tumbles-8-1-5-highlights-from-the-data-centre-reits-full-year-earnings/
      02-08
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  • icycrystal
    ·02-06
    added more few days ago
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  • 大亮仔
    ·02-15
    The current price is still attractive. The recent spates of tenants’ overdue payment is just knee jerk reaction
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  • Haha, totally agree! 💪💰
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