Digital Core REIT (DCREIT)

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.

Results

Digital Core REIT reports lower distributable income of US$31.5 mil, 8.5% lower y-o-y

The REIT’s reported revenue, and net property income also fell by 1.2% and 3.7% respectively, to US$79.7 mil and US$51 mil.

REIT Watch

Digital Core REIT to be included in FTSE EPRA Nareit Global Developed Index

The REIT also announced several appointment changes on the same day.
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