Singapore Market Roundup, Singapore Market Roundup

Singapore Market Roundup

Thematic (Sector/Industry)

<ul><li>RHB starts coverage on Info-Tech Systems, setting a target price of $1.40.</li><li>DBS maintains StarHub as 'fully valued' after Ensign sale misses estimates.</li><li>Keppel DC REIT plans asset enhancement for KDC SGP 1.</li></ul>

RHB starts coverage on Info-Tech Systems, setting a target price of $1.40.DBS maintains StarHub as 'fully valued' after Ensign sale misses estimates.Keppel DC REIT plans asset enhancement for KDC SGP 1.

Singapore Market Roundup (17-Apr-2026): RHB initiates coverage on Info-Tech at a $1.40 target.

<ul><li>DBS maintains StarHub's 'fully valued' rating after Ensign sale disappoints.</li><li>Keppel DC REIT plans asset enhancement for KDC SGP 1.</li><li>CGSI boosts bullish outlook on UMS Integration, raising target price.</li></ul>

DBS maintains StarHub's 'fully valued' rating after Ensign sale disappoints.Keppel DC REIT plans asset enhancement for KDC SGP 1.CGSI boosts bullish outlook on UMS Integration, raising target price.

Singapore Market Roundup (16-Apr-2026): DBS keeps StarHub's 'fully valued' rating after Ensign

Listed Real Estate Asia, KT Capital Group

Jacob Cheng

Listed Real Estate Asia

KT Capital Group

Principal investments and advisory firm that focuses on connecting the CIS countries with East Asia.

Principal investments and advisory firm

<ul>
<li>The 2026 Inference Pivot: AI is shifting to latency-sensitive inference, pushing server rack densities beyond 100kW and requiring massive USD 3M–5M/MW liquid-cooling retrofits that obsolete legacy air-cooled facilities.</li>
<li>LONG Keppel DC REIT: With 35.3% leverage, a 2.8% debt cost, and a 69.3% hyperscaler tenant base, Keppel is perfectly capitalized to fund AI retrofits without equity dilution.</li>
<li>SHORT Mapletree Industrial Trust: Trapped by legacy enterprise assets, 37.2% leverage, and SGD 600M in expiring rate hedges, Mapletree faces a perilous debt trap to fund these mandatory upgrades.</li>
</ul>


The 2026 Inference Pivot: AI is shifting to latency-sensitive inference, pushing server rack densities beyond 100kW and requiring massive USD 3M–5M/MW liquid-cooling retrofits that obsolete legacy air-cooled facilities.
LONG Keppel DC REIT: With 35.3% leverage, a 2.8% debt cost, and a 69.3% hyperscaler tenant base, Keppel is perfectly capitalized to fund AI retrofits without equity dilution.
SHORT Mapletree Industrial Trust: Trapped by legacy enterprise assets, 37.2% leverage, and SGD 600M in expiring rate hedges, Mapletree faces a perilous debt trap to fund these mandatory upgrades.


The AI Inference Supercycle: Which SG REITs Can Survive the 100kW Upgrade?

Asia Real Estate News Tracker, Asia Real Estate Tracker

Asia Real Estate Tracker

Asia Real Estate News Tracker

Tracking developments across Asia's regional real estate markets

<ul>
<li>A convicted scammer is trying to keep luxury items as significant real estate transactions occur.</li>
<li>VentuNext has started building its first logistics park in Rayong, Thailand, marking a new venture.</li>
<li>C Capital has acquired Australian land for $3.2 billion, while China Vanke secures a $339 million loan.</li>
</ul>


A convicted scammer is trying to keep luxury items as significant real estate transactions occur.
VentuNext has started building its first logistics park in Rayong, Thailand, marking a new venture.
C Capital has acquired Australian land for $3.2 billion, while China Vanke secures a $339 million loan.


Asia Real Estate Tracker (30-Jan-2026): Convicted VN scammer wants to keep luxury items.

<ul><li>Maybank sets Marco Polo Marine's TP at 11 cents, expects strong future growth.</li><li>RHB raises Marco Polo Marine's target price to 10 cents due to growth from new assets.</li><li>Hold Genting Singapore as renovations pave the way for recovery.</li></ul>

Maybank sets Marco Polo Marine's TP at 11 cents, expects strong future growth.RHB raises Marco Polo Marine's target price to 10 cents due to growth from new assets.Hold Genting Singapore as renovations pave the way for recovery.

Singapore Market Roundup (24-Oct-2025): Maybank sets Marco Polo Marine TP at 11 cents, sees

Singapore

Keppel DC REIT is Asia's first pure-play data centre real estate investment trust, investing in a diversified portfolio of income-producing real estate assets used primarily for data centre purposes and assets supporting the digital economy. Its properties are leased as colocation, fully fitted, and shell and core data centers across Asia and Europe. Headquartered in Singapore, the company was founded in 2014.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Keppel DC (KDCREIT SP)

Singapore Market Roundup (17-Apr-2026): RHB initiates coverage on Info-Tech at a $1.40 target.

RHB sets Info-Tech Systems target price at $1.40. DBS views StarHub as 'fully valued' post-Ensign sale miss. Keppel DC REIT plans asset enhancement...

Singapore Market Roundup

Singapore Market Roundup (16-Apr-2026): DBS keeps StarHub's 'fully valued' rating after Ensign

DBS keeps StarHub's 'fully valued' rating post-Ensign sale. Keppel DC REIT plans asset enhancement; CGSI raises UMS Integration target price amid...

Singapore Market Roundup

The AI Inference Supercycle: Which SG REITs Can Survive the 100kW Upgrade?

AI is shifting to latency-sensitive inference, pushing server rack densities beyond 100kW and requiring massive USD 3M–5M/MW liquid-cooling...

Jacob Cheng

Asia Real Estate Tracker (30-Jan-2026): Convicted VN scammer wants to keep luxury items.

In recent APAC real estate news, significant transactions include VentuNext's logistics park in Thailand, a Tokyo residential tower purchase and more

Asia Real Estate Tracker

Singapore Market Roundup (24-Oct-2025): Maybank sets Marco Polo Marine TP at 11 cents, sees

Maybank sets Marco Polo Marine's target price at 11 cents, while RHB raises it to 10 cents. Hold Genting Singapore as renovations support recovery.

Singapore Market Roundup

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)