As we approach summer and reflect upon the already very busy and volatile first half of the year, we review our Credit Markets Outlook for 2025 and offer an update on our views, positioning and forecasts for the remainder of the year. We include our Picks and Pans on the Utilities, TMT, Real Estate and Bank sectors.
In this report we evaluate Equinix and Digital Realty Trust, two data centres with bonds outstanding in the Euro market. The notes of both companies look attractive, in our view. Below, we first present our investment views, followed by an update of our data centre market view. We end with a summary of the recent earnings reports of both companies.
A director at Digital Realty Trust Inc sold 3,400 shares at 145.500USD and the significance rating of the trade was 66/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two year...
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
Summary Marketline's Corporate Office Properties Trust Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Corporate Office Properties Trust - Mergers & Acquisitions (M&A), Partnerships & Alliances since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partners...
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
What’s new: DLR 4Q21 results beat on revenue (driven by utilities reimbursements, as recurring revenue actually missed) but were a hair behind consensus on EBITDA, with lower property taxes and insurance costs almost, but not entirely, offsetting the weakness in recurring revenue. Core FFO still met expectations on lower interest expense, but AFFO missed materially on much higher recurring capex and slightly higher cash taxes.
Digital Core REIT (DCREIT), a data center REIT, aims to raise up to US$600m in its Singapore IPO. The company is sponsored by Digital Realty, one of the largest REITs in the US, and over 60% of the deal is already spoken for by cornerstone investors. The IPO portfolio comprises 10 freehold data centres in the U.S. and Canada with an aggregate appraised valuation of US$1.4bn. The IPO portfolio totals 1.2m NRSF as of Jun 2021 and is 100% leased. The weighted-average remaining lease term is over 6...
The independent financial analyst theScreener just lowered the general evaluation of DIGITAL REALTY TRUST (US), active in the Real Estate Investment Trusts industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered defensive. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Neutral. As of the analysis date September 21, 2021, the closing price was USD...
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
Digital Realty was founded in 2004 and was listed in the NASDAQ stock exchange on November 4th, 2004. It operates as a Real Estate Investment Trust (REIT). Digital Realty invests in carrier-neutral data centers and provides colocation and peering services. The company provides data center solutions that deliver industry-leading energy productivity and resource efficiency, increase client value and lower cost of ownership.
Key Points: • A number of names in the Communications Sector are showing signs of leadership. (ex. GLUU, and CNSL) • Consumer Discretionary continues to have a number of attractive names technically. (ex. TXRH, BLMN, WEN, CBRL, SCI, LL, and STMP) • Healthcare has a number of attractive names technically. (ex. SEM, CYH, THC, PRSC, TRHC, HQY, GILD, EBS, REGN, and ABBV) • REIT's remain a leadership Sector (ex. STAR, HR, SAFE, DLR, SBAC, and EQIX)
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