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Core Viewpoint - DLR Kredit A/S has announced the coupon rates for its variable interest bonds for the period from February 20, 2026, to May 19, 2026, indicating specific rates tied to different reference rates [1] Group 1: Coupon Rates Announcement - The coupon rate for the bond with ISIN DK0006360961 (DLR Suppl. Kap. 2035) is set at 4.5900% based on the CIBOR3M reference rate [1] - The coupon rate for the bond with ISIN DK0030542097 (DLR Suppl. Kap. 2035) is set at 4.8370% based on the STIBOR3M reference rate [1] Group 2: Contact Information - Inquiries regarding the bonds can be directed to the Funds and Funding department via email at fonds@dlr.dk or by phone at 33 42 07 38 [1]

The Straits Times Index (SGX: ^STI) crossed the 5,000 mark last week.For income investors, there’s a catch. As blue-chip share prices surge, dividend yields compress. This leaves dividend investors hunting further afield for 5%-plus yields. Yet chasing yield alone is a trap. An enticing payout means little if the cash flow behind it is shaky.Here are three stocks beyond the STI that still offer attractive yields – and, crucially, each has a distinct driver supporting its dividend sustainability.Digital Core ...

Debt and Liabilities - As of December 31, 2025, the company's total outstanding debt was $18,557 million, with fixed rate debt at $14,424 million and variable rate debt at $2,686 million[476]. - The company's total liabilities increased to $24.56 billion in 2025 from $22.11 billion in 2024, reflecting a rise of approximately 11.1%[522]. - Unsecured senior notes increased to $16.19 billion in 2025 from $13.96 billion in 2024, reflecting a growth of approximately 16.0%[522]. - The company’s total stockholders' equity grew to $22.93 billion in 2025, up from $21.34 billion in 2024, representing an increase of about 7.4%[522]. - The company’s total liabilities increased to $24,564,494 in 2025 from $22,107,836 in 2024, representing an increase of 11%[542]. Revenue and Income - Rental and other services revenue for the year ended December 31, 2025, was $6.0 billion, with deferred rent and accounts receivable at $751 million and $729 million, respectively[497]. - Total operating revenues for 2025 reached $6,112,692, a 10% increase from $5,554,968 in 2024[525]. - Net income attributable to Digital Realty Trust, Inc. for 2025 was $1,308,589, up 117% from $602,490 in 2024[525]. - Operating income increased to $658,492 in 2025, compared to $471,864 in 2024, reflecting a 39% growth[525]. - Comprehensive income for 2025 was $2,021,674, significantly higher than $173,693 in 2024[527]. Assets and Investments - The total assets of Digital Realty Trust increased to $49.41 billion as of December 31, 2025, up from $45.28 billion in 2024, representing a growth of approximately 4.7%[522]. - Investments in properties, net, rose to $26.43 billion in 2025, compared to $24.12 billion in 2024, indicating an increase of about 9.6%[522]. - Cash and cash equivalents at the end of the period were $3,458,290 in 2025, down from $3,876,700 in 2024, a decrease of 11%[539]. - The company reported an increase in additional paid-in capital to $29,350,487 as of December 31, 2025, up from $28,079,738 as of December 31, 2024[536]. Cash Flow and Expenses - Net cash provided by operating activities was $2,412,136 in 2025, compared to $2,261,477 in 2024, reflecting a growth of 7%[539]. - Total operating expenses rose to $5,454,200 in 2025, up from $5,083,104 in 2024, representing a 7% increase[525]. - The net cash used in investing activities was $(2,230,472) in 2025, compared to $(1,906,157) in 2024, indicating an increase in cash outflow for investments[558]. - Depreciation and amortization expenses were $1,894,636 in 2025, up from $1,771,797 in 2024, marking a rise of 6.9%[558]. Foreign Currency and Interest Rate Management - The company is exposed to foreign currency exchange risk primarily with the Euro, Japanese yen, British pound sterling, Singapore dollar, South African rand, and Brazilian real, and employs various hedging strategies[480]. - The company utilized interest rate swaps to manage interest rate exposure, with fixed rate debt totaling $17,110 million when including swaps[476]. - A 10% increase in interest rates would result in an additional annual interest expense of $4 million on variable rate debt not subject to swaps[479]. - The fair value of fixed rate debt would decrease by $202 million following a 10% decrease in interest rates[479]. Joint Ventures and Contributions - The company retained a 20% interest in various joint ventures, including those with GI Partners and TPG Real Estate, with significant contributions and gains recognized in 2023 and 2024[662][663]. - A joint venture with Blackstone Inc. was formed on January 11, 2024, to develop four hyperscale data center campuses across Frankfurt, Paris, and Northern Virginia, supporting 10 data centers with approximately 500 megawatts of potential IT load capacity[669]. - The company contributed two data center buildings valued at approximately $261 million to a joint venture with Mitsubishi, recognizing a gain of about $7 million[660]. - The company recognized a gain of approximately $873 million from the contribution of operating data centers and development projects to the Fund, with gross proceeds of about $937 million[652]. Impairments and Provisions - The company reported a provision for impairment of $78,553 in 2025, down from $191,184 in 2024, reflecting a decrease of 58.9%[558]. - The company recorded a provision for impairment on real estate investments of $78.6 million in 2025, down from $191.2 million in 2024, showing a significant reduction in impairment losses[644][645]. Shareholder Equity and Dividends - The company declared dividends of $40,724 on preferred stock for both 2024 and 2025, maintaining consistency in dividend distribution[530]. - The total equity as of December 31, 2025, rose to $23,346,999, marking a growth from $21,742,595 as of December 31, 2024[536]. - The weighted average common shares outstanding increased to 339,807 in 2025 from 323,336 in 2024, reflecting a 5% growth[525].

Group 1 - The article focuses on analyzing Digital Realty Trust (DLR), one of the largest global data center operators, to assess any changes in the company's financial metrics [1] - The analysis is part of a broader discussion aimed at active investors, encouraging participation in a chat room with experienced traders and investors [1] Group 2 - Denislav Iliev, an experienced day trader with over 15 years in the field, leads a team of 40 analysts who specialize in identifying mispriced investments in fixed-income and closed-end funds [1] - The investing group Trade With Beta, led by Iliev, offers features such as frequent picks for mispriced preferred stocks and baby bonds, weekly reviews of over 1200 equities, IPO previews, and hedging strategies [1]

Core Insights - The recent earnings reports indicate that not all investments in AI technology are yielding expected returns, prompting investors to reassess which companies are essential in the AI sector [1] - Despite a reality check, the AI industry is projected to continue its expansion, with the AI data center market expected to grow from $500 billion annually to $1.4 trillion by 2030, according to ARK Invest and Gartner [2] - The focus for investment should shift towards the data center segment of AI, where significant growth opportunities are anticipated, particularly for companies like Nvidia and Palantir Technologies [3] Investment Opportunities - Real Estate Investment Trusts (REITs) such as Equinix and Digital Realty Trust are identified as optimal investment vehicles for capitalizing on the AI industry's growth, particularly in the data center space [4] - The AI industry is characterized by a preference for leasing data center access rather than ownership, leading to recurring income streams for investors [5] - REITs are positioned to provide reliable cash flow and sustained dividends, making them suitable for investors looking for stable returns in the evolving AI landscape [7][6]

Group 1 - Digital Realty Trust, Inc. (NYSE:DLR) is recognized as a top REIT stock pick by Goldman Sachs, with KeyBanc maintaining a Sector Weight rating, indicating a neutral risk/reward balance for the company [1][3] - KeyBanc projects revenue growth of over 10% in 2026, leading to high single- to low double-digit growth in core funds from operations per share, supported by a strong backlog and development pipeline [3] - JPMorgan has reiterated an Overweight rating on Digital Realty, forecasting impressive stock performance in 2026 due to pricing strength and new lease signings, with a price target of $210 [4] Group 2 - Digital Realty has expanded its presence in Southeast Asia by acquiring CSF Advisers, which owns the TelcoHub 1 data center in Cyberjaya, to address the region's growing infrastructure needs [5] - The company operates a global portfolio of over 300 data centers, providing essential infrastructure for cloud computing, AI, and IT storage [6]

Core Viewpoint - Digital Realty is expanding its AI-ready infrastructure in the Asia Pacific region with the upcoming NRT14 data center in Greater Tokyo, which will be one of the first facilities in Japan to achieve the DGX-Ready Data Center certification, reinforcing its role as a strategic partner for AI infrastructure [2][5]. Group 1: Certification and Infrastructure - The NRT14 data center is certified under the NVIDIA DGX-Ready Data Center program, enabling it to host NVIDIA DGX GB200 infrastructure and similar systems, allowing enterprises to run next-generation AI workloads more efficiently [3][5]. - The certification confirms that NRT14 can support high-density AI workloads of 100 kW or more per rack, enhancing performance and efficiency, with liquid-cooled Blackwell architectures offering up to 25 times greater energy efficiency compared to traditional air-cooled systems [5][9]. Group 2: Collaboration and Expansion - This milestone expands Digital Realty's collaboration with NVIDIA, following the establishment of the NVIDIA AI Factory Research Center at its Northern Virginia campus, and extends the AI Factory partnership model to the Asia Pacific region [6][9]. - Digital Realty operates certified sites in over 20 countries, including six in the Asia Pacific, with the KIX13 facility in Osaka also certified as an NVIDIA DGX-Ready Data Center in 2023 [7]. Group 3: Strategic Importance - The certification highlights the growing demand for high-density, energy-efficient infrastructure to support AI-driven transformation, particularly in the Asia Pacific region, which is becoming a hub for digital transformation [9]. - Digital Realty's commitment to building resilient, low-carbon infrastructure aligns with regional sustainability goals while supporting customers' high-performance computing needs [9].

Core Viewpoint - The article emphasizes the importance of unique insights and knowledge in stock analysis, aiming to provide contrasting views on investment portfolios [1] Group 1 - The analyst expresses a commitment to sharing personal opinions and insights without any financial compensation from the companies mentioned [2] - The analysis is intended solely for informational purposes, highlighting the necessity for investors to conduct their own research and due diligence before making investment decisions [3] Group 2 - The article clarifies that past performance does not guarantee future results, and no specific investment recommendations are provided [4]

Core Viewpoint - The article emphasizes the importance of conducting personal in-depth research and due diligence before making investment decisions, highlighting the inherent risks involved in trading [3]. Group 1 - The analysis is intended solely for informational purposes and should not be interpreted as professional investment advice [3]. - There is a clear disclaimer regarding the lack of any stock, option, or similar derivative positions in the companies mentioned, indicating a neutral stance [2]. - The article expresses the author's personal opinions and does not reflect any business relationships with the companies discussed [2].