Listed Real Estate Asia, KT Capital Group

Jacob Cheng

Jacob has 7 years of professional buy-side experience in real estate investment and listed equities.  Jacob worked as a portfolio manager/analyst in Global Listed Real Estate team in AMP Capital and Macquarie Asset Management.  Prior to that, Jacob has spent 5 years in APG asset management, in the listed real estate team.  As one of the largest RE funds in Asia, he co-managed EUR6bn investment portfolio with the team with a focus on Hong Kong and China property.  He led the USD200m cornerstone investment in Wanda Commercial Properties IPO (the largest mall operator and developer in China).  Prior to this, Jacob has 3 years of experience in investment banking in Bank of America Merrill Lynch, covering equity, debt and M&A transactions across real estate, consumer& retail and TMT sectors.  Jacob specializes in fundamental bottom up research.  Aside from work, Jacob has a personal interest in spirituality and personal development.  He practiced meditation and has published a book about meaning of life in 2016.

Listed Real Estate Asia

Keppel: A Growing Asset Manager on a Transformational Path

Asia Data Center REITs: The AI-Driven Generational Investment Opportunity

US Data Centers: AI-Driven Demand Outpacing Supply - BUY EQUINIX (EQIX)

Short Note: Singapore Real Estate - Position for a Re-Rating on Fed Rate Cut Cycle

S-REIT Pair Trade Idea: Long CLAR SP and SHORT Keppel REIT on Industry Fundamentals

KT Capital Group

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

Principal investments and advisory firm

Equity Bottom-Up

<ul>
<li>We think Keppel DC REIT is an interesting play to look at for the AI revolution.  The markets are supported by strong fundamentals</li>
<li>With a strong balance sheet and low leverage, the Company has ample headroom to do more M&amp;As to drive DPU growth</li>
<li>The stock has corrected post Deepseek incident.  We think valuation is attractive and presents an interesting opportunity.</li>
</ul>


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&amp;As to drive DPU growth
The stock has corrected post Deepseek incident.  We think valuation is attractive and presents an interesting opportunity.


ケッペル DC REIT: AI ブームの興味深い展開