Sunday, 26 July 2015

Keppel DC REIT

Keppel DC REIT announced a decent set of maiden results that exceeded its forecast. Announcement is here.


I like the low leverage of 26.4% and there is much headway to take on debt should the need arises. It also has a long lease period of 7.2 years.

The detailed results is below.


I also like the fact that they purchase properties from Macquarie Telecom and build in annual rental escalations in the agreements.
This will allow for future upside growth to the DPU



I think the outlook remains healthy as cloud computing and data demand continue to grow healthily.

My portfolio of 15,000 shares in wife's SRS account will yield about $534 and be paid on 28 August.

Happy SRSing

Friday, 17 July 2015

SRS Portfolio - 30 June 2015

No action in June

The SRS portfolio continue to see no action in June. 

The statements are below and the portfolio is showing some unrealized losses. 

The only income received is the interest. I need to "buck" up on this account and start to add some positions when the opportunity arises. 

Investment Strategy

As a reminder to myself, I am supposed to add only long term positions. It should comprise of dividend stocks or REITs. The minimum yield should be at least 3% for stocks and at least 5% for REITs! 

Happy SRSing.



Related Posts Plugin for WordPress, Blogger...

Google Analytics