I’m leaning toward
$Keppel(BN4.SI)$ over its REITs due to its broader exposure and value recycling strategy. Its push into green energy and data centers aligns with long-term growth trends. Keppel DC REIT’s strong results, driven by data infrastructure demand, signal the parent’s asset pipeline remains healthy and well-positioned.
That said, $KEPPEL REIT(K71U.SI)$ showed solid resilience with NPI growth, while KIT’s results were more mixed. Despite headline DPU growth, KIT’s adjusted distributable income fell, revealing weaker core performance, which makes its income stream less predictable in the current climate.
With Keppel’s 7-day rally, I think market optimism is justified. If earnings confirm growth in strategic areas like data centers and infrastructure, the rally could continue. I’ll be watching for signs that Keppel’s integration model and asset recycling are translating into sustained earnings momentum.
@Tiger_SG @TigerStars @Tiger_comments @Daily_Discussion 
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