In today’s briefing:
- Keppel DC REIT: An Interesting Play on AI Boom
Keppel DC REIT: An Interesting Play on AI Boom
- We think Keppel DC REIT is an interesting play to look at for the AI revolution. The markets are supported by strong fundamentals
- With a strong balance sheet and low leverage, the Company has ample headroom to do more M&As to drive DPU growth
- The stock has corrected post Deepseek incident. We think valuation is attractive and presents an interesting opportunity.
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