Keppel DC REIT Set to Benefit From Demand Tailwinds -- Market Talk

Dow Jones

Jul 18, 2025

0237 GMT - Keppel DC REIT stands to benefit from demand tailwinds in digitalization, cloud migration and AI adoption, Maybank Research's Krishna Guha says in a note. Growth in data generation and consumption, enterprise cloud adoption, AI usage, and evolving standards for cybersecurity and data protection should benefit data centers, the analyst says. Research firm DC Byte forecasts high-teens demand CAGR for global data centers in 2024-2028, and the REIT's data centers in Europe and Asia are also expected to show similar growth trajectory. Maybank Research initiates coverage of the REIT with a buy rating and a target price of S$2.40. Units are 1.3% higher at S$2.28. (ronnie.harui@wsj.com)

(END) Dow Jones Newswires

July 17, 2025 22:37 ET (02:37 GMT)

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Growth in data generation and consumption, enterprise cloud adoption, AI usage, and evolving standards for cybersecurity and data protection should benefit data centers, the analyst says. Research firm DC Byte forecasts high-teens demand CAGR for global data centers in 2024-2028, and the REIT's data centers in Europe and Asia are also expected to show similar growth trajectory. Maybank Research initiates coverage of the REIT with a buy rating and a target price of S$2.40. Units are 1.3% higher at S$2.28. (ronnie.harui@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 17, 2025 22:37 ET (02:37 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Keppel DC REIT Set to Benefit From Demand Tailwinds -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nKeppel DC REIT Set to Benefit From Demand Tailwinds -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-07-18 10:37</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0237 GMT - <a href=\"https://laohu8.com/S/BN4.SI\">Keppel</a> DC REIT stands to benefit from demand tailwinds in digitalization, cloud migration and AI adoption, Maybank Research's Krishna Guha says in a note. Growth in data generation and consumption, enterprise cloud adoption, AI usage, and evolving standards for cybersecurity and data protection should benefit data centers, the analyst says. Research firm DC Byte forecasts high-teens demand CAGR for global data centers in 2024-2028, and the REIT's data centers in Europe and Asia are also expected to show similar growth trajectory. Maybank Research initiates coverage of the REIT with a buy rating and a target price of S$2.40. Units are 1.3% higher at S$2.28. (ronnie.harui@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 17, 2025 22:37 ET (02:37 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK6014","symbol_name":"特种房地产投资信托","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2552455238","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2552455238","pubTimestamp":1752806220,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0237 GMT - Keppel DC REIT stands to benefit from demand tailwinds in digitalization, cloud migration and AI adoption, Maybank Research's Krishna Guha says in a note. Growth in data generation and consumption, enterprise cloud adoption, AI usage, and evolving standards for cybersecurity and data protection should benefit data centers, the analyst says. Research firm DC Byte forecasts high-teens demand CAGR for global data centers in 2024-2028, and the REIT's data centers in Europe and Asia are also expected to show similar growth trajectory. Maybank Research initiates coverage of the REIT with a buy rating and a target price of S$2.40. Units are 1.3% higher at S$2.28. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK6014":"特种房地产投资信托","REIT":"ALPS Active REIT ETF","BK6131":"数据中心房地产信托","BN4.SI":"吉宝有限公司","BK4017":"黄金","CFA.SI":"NikkoAM-STC Asia REIT","DC":"Dakota Gold Corp","BK6512":"房地产股","AJBU.SI":"吉宝数据中心房地产信托"},"translate_title":"吉宝数据中心房地产投资信托基金将受益于需求顺风——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"REIT":1,"BN4.SI":1,"AJBU.SI":0.9,"DC":1,"CFA.SI":1},"content_text":"0237 GMT - Keppel DC REIT stands to benefit from demand tailwinds in digitalization, cloud migration and AI adoption, Maybank Research's Krishna Guha says in a note. Growth in data generation and consumption, enterprise cloud adoption, AI usage, and evolving standards for cybersecurity and data protection should benefit data centers, the analyst says. Research firm DC Byte forecasts high-teens demand CAGR for global data centers in 2024-2028, and the REIT's data centers in Europe and Asia are also expected to show similar growth trajectory. Maybank Research initiates coverage of the REIT with a buy rating and a target price of S$2.40. Units are 1.3% higher at S$2.28. (ronnie.harui@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 17, 2025 22:37 ET (02:37 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}