Market Brief

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Author

葉秋波小姐(Avia Yip)
市場營銷經理 – 財富管理

現任職於輝立財富管理部門市場營銷經理,致力為客戶提供全方位的理財分析與規劃,涵蓋股票、保險、移民及財富傳承等領域,並提供專業的投資分析與買賣策略建議。歡迎來電交流,分享投資心得。
Phone:
22776621

吉寶數據中心房地產投資信託 (Keppel DC REIT)

Thursday, October 16, 2025 Views1454

吉寶數據中心房地產投資信託 (Keppel DC REIT)

Keppel DC Reit  KEPDC.SG  (SGX Code: AJBU.SI)    

吉寶數據中心房地產投資信託 (Keppel DC REIT) 是亞洲首個在新加坡交易所上市的數據中心房地產投資信託 (REIT)。該公司成立於 2011 年 3 月 17 日,總部位於新加坡。於2014年12月12日在新加坡交易所上市,成為亞洲第一個專注於數據中心的房地產信託。

吉寶數據中心房地產信託的投資策略是直接或間接投資於多元化的創收型房地產資產組合,這些資產主要用於數據中心用途,以及支持數位經濟所需的房地產和資產。

吉寶數據中心房地產信託的投資包括主機託管、全裝修、空殼和核心資產以及債務證券,從而增強了其投資組合的多樣性和韌性。

該管理公司擁有位於亞太地區和歐洲主要數據中心樞紐的優質資產組合,旨在透過從數據中心產業獲取價值為投資者帶來永續回報。

業務展望:

 吉寶是一家全球資產管理公司和營運商,在基礎設施、房地產和連通性領域的可持續發展相關解決方案方面擁有豐富的專業知識。

展望未來,吉寶數據中心房地產信託專注於亞太地區、歐洲和美國的成熟和新興數據中心樞紐的機會, 已做好準備,把握市場對先進、人工智能就緒的數據中心日益增長的需求所帶來的機遇。

股價圖 (截圖於TRADINGVIEW.COM):

 

股票價格現已創一年新高(截圖於MORNINGSTAR.COM):

 股價正處於上升通道中﹐並且公司的收入及資產均是稳定的增長,派息稳定。

 

 

買入建議:

建議中長線持有﹐買入價:$2.35﹐ 止蝕價:$2.19,  目標價:$ 2.50

本人葉秋波為證監會持牌人士。截至本評論文章發表日止,本人及/或其有聯繫者並無持有全部提及之証券的所有相關財務權益。

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