As a global asset manager and operator spanning three key business segments — Infrastructure, Urban Development, and Connectivity — $Keppel(BN4.SI)$ is set to announce its earnings tomorrow. Keppel has established a value recycling model through a pipeline of “developing/acquiring assets → injecting into its REITs → recycling capital.”.The Group has adopted a streamlined horizontal integration model, reporting under four key segments:What guidance do Keppel’s REITs offer ahead of its parent company’s results?1. $Keppel DC Reit(AJBU.SI)$ reported earnings last week and fell 0.98% on the day.DPU rose 14.2% YoY, NPI increased 24.1%, and total revenue grew 22.6%, driven by the consolidation of Singapore
Keppel Corp or Keppel REIT: What's Your Pick?
As a global asset manager and operator spanning three key business segments — Infrastructure, Urban Development, and Connectivity — $Keppel(BN4.SI)$ is set to announce its earnings tomorrow. Keppel has established a value recycling model through a pipeline of “developing/acquiring assets → injecting into its REITs → recycling capital.”. Are you bullish on Keppel’s long-term strategic upside in green energy, data centers, and asset management? Or do you prefer the steady dividends and defensive profile of its REIT arms?
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