Digital Core REIT (DCREIT)

Broker's Calls

UOB Kay Hian ups Digital Core REIT’s TP to 99 US cents, says positive developments were ‘overlooked’

Analyst Jonathan Koh expects a downtown of six months for Linton Hall Road and a new tenant to start contributing in 1Q2026.

REITs

Digital Core REIT faces tenant exit for Northern Virginia property

The building is wholly occupied by the REIT's current customer, which contributed some 11% of annualised rent as at Sept 30, 2024.

Broker's Calls

UOBKH keeps ‘buy’ on DCREIT at raised TP of 95 cents from 88 cents previously

DCREIT has until early-December this year to decide on the size of its stake increase in its Frankfurt data centre at a lucrative NPI yield and steep discount to refreshed valuation.

Insider moves

Cohen & Steers exceed 8% stake in Digital Core REIT after latest purchase

Units in Digital Core REIT closed 1 US cent higher or 1.77% up at 57.5 US cents on Aug 7.

Broker's Calls

Citi and DBS upbeat on Digital Core REIT as demand for data centres in key markets remains robust

Both houses have kept their “buy” calls, and note positives from DCREIT’s recent acquisitions in Frankfurt and Osaka.

Broker's Calls

Digital Core REIT back on track to deliver stable earnings, DBS keeps 'buy' with TP of 75 US cents

Analysts note DCREIT’s 31% q-o-q increase in NPI and the completion of its Frankfurt and Osaka properties.
The data centre industry may have to find another source of power, which may be nuclear, says Digital Realty’s CTO - THE EDGE SINGAPORE

Tech

The data centre industry may have to find another source of power, which may be nuclear, says Digital Realty’s CTO

John Stewart, CEO of Digital Core REIT's manager, also said data centres will need more power for technologies such as gen AI.

Broker's Calls

DBS lowers Digital Core REIT’s TP to 75 US cents despite the lift in overhang

The REIT's FY2023 DPU stood in line with the DBS analysts' expectations.

REIT Watch

Digital Core REIT seeks to raise US$100 mil through private placement

The new units to be issued will increase the number of units in issue by up to14.8%.

Results

Digital Core REIT reports FY2023 DPU of 3.7 US cents, 15.9% below forecast

For 2HFY2023, DCREIT posted a DPU of 1.78 US cents, down 19.1% y-o-y.
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