動画公開日：2024-02-13 02:26:15
There has been much doom and gloom surrounding Keppel DC REIT recently with its ongoing rental arrears from the China data centres. Despite this, I remain invested in the REIT and am cautiously optimistic about its prospects.
Timestamps:
00:00 – Intro
00:19 – Much of the negativity is already priced in
02:16 – Keppel DC REIT remains financially resilient
04:00 – Positive growth over the past few years
04:29 – Data centres remain a backbone of the digital age
06:13 – How attractive are Keppel DC REIT’s data centres?
08:24 – Can Keppel DC REIT continue making good acquisitions?
09:56 – Is Keppel DC REIT an attractive investment now?
11:36 – Conclusion
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