$Keppel DC Reit(AJBU.SI)$  

  9M 2025 performance with distributable income up 55.5% to $195.3M and DPU rising 8.8% to 7.67 cents (or 11.7% on an adjusted basis). Gross revenue grew 37.7% year-on-year, driven by acquisitions (notably Keppel DC Singapore 7 & 8 and Tokyo DC 1) and positive rental escalations, partly offset by prior divestments. The REIT’s balance sheet remains solid, with aggregate leverage improving slightly to 29.8% and cost of debt at a low 2.9%.

QOQ basis, dpu infact is lowered than previous quarter if you take 7.67 cents less 5.133 declared for first Half. Dpu for 3rd quarter is 2.537 which is lowered than 5.133 divide 2 = 2.5665 cents.

Data centre continue to see growth into 2027 estimating 100GW . AI may help to drive the demand estimating about 30%.

 https://sporeshare.blogspot.com/2025/10/keppel-dc-reit-9m-2025-performance-with.html

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  • jollyfo
    ·2025-10-24
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    Impressive growth
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  • Norton Rebecca
    ·2025-10-25
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    AJBU.SI's 55.5% income jump! AI demand fuels it.
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    • Sporeshare
      seem gd! are you vested
      2025-10-25
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  • Reg Ford
    ·2025-10-25
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    AJBU’s acquisitions + AI = long-term win, grabbing now!
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