Keppel DC REIT's Divestment, Bond Redemption May Weigh on Earnings Growth -- Market Talk

Dow Jones

Feb 02

0707 GMT - Keppel DC REIT's earnings growth this year could be offset by an impending Malaysian divestment and the redemption of some bonds, according to DBS Group Research's Dale Lai. A key swing factor would be how quickly the real-estate investment trust recycles capital from these moves into higher-yielding and accretive opportunities, says the analyst in a note. The trust's earnings visibility is likely to be supported by a high-occupancy portfolio and continued demand for so-called hyperscale data centers, he adds. It also has debt headroom of more than S$530 million before its gearing--ratio of net debt to total assets--reaches 40%, he says. DBS maintains its buy rating and S$2.60 target on Keppel DC REIT's units, which are flat at S$2.28. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

February 02, 2026 02:07 ET (07:07 GMT)

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A key swing factor would be how quickly the real-estate investment trust recycles capital from these moves into higher-yielding and accretive opportunities, says the analyst in a note. The trust's earnings visibility is likely to be supported by a high-occupancy portfolio and continued demand for so-called hyperscale data centers, he adds. It also has debt headroom of more than S$530 million before its gearing--ratio of net debt to total assets--reaches 40%, he says. DBS maintains its buy rating and S$2.60 target on Keppel DC REIT's units, which are flat at S$2.28. 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A key swing factor would be how quickly the real-estate investment trust recycles capital from these moves into higher-yielding and accretive opportunities, says the analyst in a note. The trust's earnings visibility is likely to be supported by a high-occupancy portfolio and continued demand for so-called hyperscale data centers, he adds. It also has debt headroom of more than S$530 million before its gearing--ratio of net debt to total assets--reaches 40%, he says. DBS maintains its buy rating and S$2.60 target on Keppel DC REIT's units, which are flat at S$2.28. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 02, 2026 02:07 ET (07:07 GMT)\n</p>\n<p>\n  Copyright (c) 2026 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":"REIT","symbol_name":"ALPS Active REIT ETF","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2608262858","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2608262858","pubTimestamp":1770016020,"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":"0707 GMT - Keppel DC REIT's earnings growth this year could be offset by an impending Malaysian divestment and the redemption of some bonds, according to DBS Group Research's Dale Lai. A key swing factor would be how quickly the real-estate investment trust recycles capital from these moves into higher-yielding and accretive opportunities, says the analyst in a note. The trust's earnings visibility is likely to be supported by a high-occupancy portfolio and continued demand for so-called hyperscale data centers, he adds. It also has debt headroom of more than S$530 million before its gearing--ratio of net debt to total assets--reaches 40%, he says. DBS maintains its buy rating and S$2.60 target on Keppel DC REIT's units, which are flat at S$2.28. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"REIT":"ALPS Active REIT ETF","DC":"Dakota Gold Corp","BN4.SI":"吉宝有限公司","CFA.SI":"NikkoAM-STC Asia REIT","8C8U.SI":"Cent Accom REIT"},"translate_title":"吉宝数据中心房地产投资信托基金的撤资和债券赎回可能会影响盈利增长——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"8C8U.SI":1.5,"US12M.BOND":1.5,"US10Y.BOND":1.5,"BN4.SI":1.5,"US3Y.BOND":1.5,"REIT":1.5,"US30Y.BOND":1.5,"US6M.BOND":1.5,"CFA.SI":1.5,"US5Y.BOND":1.5,"US2Y.BOND":1.5,"US7Y.BOND":1.5,"DC":1.5},"content_text":"0707 GMT - Keppel DC REIT's earnings growth this year could be offset by an impending Malaysian divestment and the redemption of some bonds, according to DBS Group Research's Dale Lai. A key swing factor would be how quickly the real-estate investment trust recycles capital from these moves into higher-yielding and accretive opportunities, says the analyst in a note. The trust's earnings visibility is likely to be supported by a high-occupancy portfolio and continued demand for so-called hyperscale data centers, he adds. It also has debt headroom of more than S$530 million before its gearing--ratio of net debt to total assets--reaches 40%, he says. DBS maintains its buy rating and S$2.60 target on Keppel DC REIT's units, which are flat at S$2.28. (megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 02, 2026 02:07 ET (07:07 GMT)\n\n\n  Copyright (c) 2026 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"}}}