Core Insights - KKR & Co. is preparing for its quarterly earnings release on February 5, 2026, with projected earnings per share (EPS) of $1.21 and revenue of approximately $1.78 billion [1][6] Revenue and Growth - KKR is expected to see a revenue increase driven by a 20.4% rise in management fees and a 16.1% growth in assets under management (AUM) for the fourth quarter of 2025 [2][6] - Despite an anticipated decline in earnings compared to the previous year, KKR has consistently outperformed earnings expectations, exceeding the Zacks Consensus Estimate in the last four quarters [2] Financial Performance - The divestiture of Janney units has allowed KKR to monetize assets and focus on its core alternative investments, with significant growth in AUM and transaction fees in its capital markets business [3] - KKR's earnings surpassed the Zacks Consensus Estimate in the preceding quarter, although rising expenses have presented challenges [3] Valuation Metrics - KKR's financial metrics indicate a price-to-earnings (P/E) ratio of approximately 39.14, a price-to-sales ratio of about 5.50, and an enterprise value to sales ratio of around 7.40 [4][6] - The enterprise value to operating cash flow ratio is approximately 23.51, with an earnings yield of about 2.55% [5] - KKR's debt-to-equity ratio stands at approximately 1.83, and its current ratio is around 4.20, indicating a strong ability to cover short-term liabilities [5]

Core Viewpoint - A consortium led by KKR and Singtel is acquiring the remaining 82% stake in ST Telemedia Global Data Centres (STT GDC) for S$6.6 billion ($5.1 billion), valuing the company at an enterprise value of approximately S$13.8 billion ($10.9 billion) [1][2] Group 1: Acquisition Details - The acquisition will result in KKR holding a 75% stake and Singtel owning 25% of STT GDC, following the conversion of existing redeemable preference shares [2] - The transaction follows an initial investment in 2024, where KKR and Singtel contributed S$1.75 billion through preference shares and warrants, marking Southeast Asia's largest digital infrastructure investment at that time [2] Group 2: Strategic Implications - KKR's co-head David Luboff emphasized the opportunity to support a high-quality platform and deepen the strategic partnership with Singtel, aiming to leverage KKR's global network and expertise in digital infrastructure for STT GDC's growth [3] - Singtel's CFO Arthur Lang stated that the acquisition is a significant step towards scaling their digital infrastructure growth engine as outlined in the Singtel28 growth plan, while maintaining capital allocation discipline [4] Group 3: Company Operations and Market Position - STT GDC, founded in 2014 and headquartered in Singapore, operates in 12 major markets across Asia Pacific, the UK, and Europe, with a total design capacity of 2.3GW [4] - The company provides colocation, connectivity, and support services for clients managing AI and cloud workloads that require substantial data processing resources [5] - STT GDC's president and CEO Bruno Lopez noted that the expanded investment from KKR and Singtel reflects confidence in the company's business quality and growth trajectory, aiming to enhance infrastructure for the digital economy [5] Group 4: Future Growth Potential - The consortium's combined expertise, regional networks, and financial strength position STT GDC to scale rapidly and capture significant growth in cloud and AI demand [6] - The completion of the acquisition is subject to regulatory approvals and standard closing conditions [6]

Core Insights - KKR and Singapore Telecommunications are acquiring the remaining 82% stake in ST Telemedia Global Data Centres for S$6.6 billion ($5.1 billion), valuing the enterprise at S$13.8 billion, amid rising demand for data centers driven by artificial intelligence [1][2] - Post-acquisition, KKR will hold a 75% stake in STT GDC, while Singtel will retain 25%, marking KKR's largest infrastructure investment in Asia Pacific [2] - The global data center market saw over $61 billion in investments last year, reflecting a growing need for infrastructure to support AI workloads [3] Company Insights - STT GDC, founded in 2014 and headquartered in Singapore, operates data centers across 12 markets in Asia Pacific, the UK, and Europe, with a design capacity of 2.3 gigawatts [5] - The company provides colocation, connectivity, and support services to hyperscalers and enterprise customers, enhancing Singtel's position in the global data center market [5] - KKR's investment is seen as a strategic move to capitalize on the long-term growth potential of digital infrastructure, as highlighted by KKR's co-head of Asia Pacific [4]

Core Viewpoint - A consortium led by KKR and Singapore Telecommunications is acquiring full control of ST Telemedia Global Data Centres for S$6.6 billion ($5.2 billion), highlighting the increasing demand for AI capacity and cloud services [1][2]. Group 1: Transaction Details - The deal represents the largest transaction in Singapore in four years and the biggest data centre deal in Southeast Asia, indicating a significant growth in computing capacity needs [2]. - The implied enterprise value of STT GDC is S$13.8 billion based on the acquisition price for the 82% stake not already owned by the consortium [1][3]. - The KKR-led consortium will acquire the remaining 82% stake from ST Telemedia, with KKR and Singtel holding 75% and 25% respectively post-transaction [4]. Group 2: Company and Market Impact - STT GDC, founded in 2014, has a design capacity of approximately 2.3 gigawatts across 12 major markets in the Asia Pacific, UK, and Europe, providing essential data centre services [3]. - The acquisition aligns with Singtel's strategy to enhance its digital infrastructure, positioning it as one of the largest data centre operators in Asia [5]. - Analysts suggest that Singtel's long-standing operational experience and infrastructure capabilities will enable it to capitalize on larger multi-market opportunities in the data centre sector [6].

Core Viewpoint - A consortium led by KKR and Singapore Telecommunications is acquiring the remaining 82% stake in ST Telemedia Global Data Centres for S$6.6 billion (approximately $5.2 billion), indicating a significant investment in the data center sector in Singapore [1] Group 1: Acquisition Details - The total cash payment for the acquisition is S$6.6 billion, which translates to $5.2 billion [1] - The acquisition will result in the consortium owning 100% of ST Telemedia Global Data Centres [1] Group 2: Valuation and Market Impact - The deal values ST Telemedia Global Data Centres at a substantial amount, reflecting the growing demand for data center services in the region [1] - This acquisition is part of a broader trend of increasing investments in digital infrastructure, particularly in Asia [1]

Group 1 - A consortium including Singapore telecommunications company Singtel is set to acquire a stake in ST Telemedia Global Data Centres that is not already owned by them [1]

Group 1 - A KKR-led consortium, including Singtel Group, is set to fully acquire ST Telemedia Global Data Centres at an enterprise value of S$13.8 billion [1] - The acquisition reflects a strategic move to enhance the data center capabilities in the Asia-Pacific region [1] - This deal signifies a growing trend of investment in digital infrastructure, particularly in data centers, driven by increasing demand for cloud services [1] Group 2 - The enterprise value of S$13.8 billion indicates a significant valuation for ST Telemedia Global Data Centres, highlighting its importance in the market [1] - The partnership between KKR and Singtel Group aims to leverage their combined expertise to drive growth in the data center sector [1] - This acquisition is expected to facilitate further expansion and innovation in data center services, catering to the rising needs of businesses in the digital economy [1]

Investment firm KKR is preparing OPI nail polish owner Wella Company for an initial public offering in the U.S. as soon as this year that could value the global beauty company at meaningfully more tha... ...

Key Takeaways KKR is slated to report Q4 results Feb. 5, with revenues expected to rise but earnings to fall year over year.Management fees may rise 20.4%, and total AUM is projected to be up 16.1% in Q4 2025.Divestiture of Janney units allows KKR to monetize assets and focus on core alternative investments.KKR & Co. Inc. (KKR) is slated to report fourth-quarter 2025 results on Feb. 5, 2026, before the opening bell. Its earnings in the quarter are expected to have decreased year over year, while revenues ar ...

KKR 此次计划收购的背景是，随着人工智能热潮推动计算能力需求激增，包括私募股权公司在内的外 国企业正纷纷抢购数据中心。亚洲已成为这波投资浪潮的主要受益者。 本周早些时候，美国的Micron Technology宣布在新加坡破土动工建设一座先进晶圆厂，该项目计划在未 来十年内投资 240 亿美元。去年年底，微软表示将投资 230 亿美元（大部分用于印度）用于人工智能相 关基础设施，而亚马逊则宣布在台湾投资 50 亿美元建设数据中心。 东南亚地区也宣布了类似的投资计划，包括马来西亚和印度尼西亚，这推动了该地区数字经济的全面扩 张，包括数字支付和电子商务。 据知情人士透露，由 KKR 牵头的财团正接近达成一项收购协议，拟收购一家总部位于新加坡的全球数 据中心提供商，该交易对这家公司的估值将超过 130 亿新加坡元。 知情人士透露，这家全球投资公司将从其母公司手中收购ST Telemedia Global Data Centres。KKR 正与 新加坡电信巨头Singtel联合进行此次收购。 相关谈判已进入非常关键的阶段，可能很快就会发布公告。 新加坡电信在周日向新加坡证券交易所提交的文件中表示，"尽管这些讨论已进 ...