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 ...

Group 1 - The consortium is close to finalizing a deal to acquire ST Telemedia Global Data Centres, with the transaction valued at over $10 billion [1]

2026年1月20日，管理着7230亿美元资产的全球投资巨头KKR宣布，通过旗下美元基金及首支人民币基 金完成了对真菌生物技术公司施尔丰的追加投资。 参与本轮投资的机构还包括TPG NewQuest、平安资本、中邮保险等，阵容堪称豪华。而这已是KKR自 2018年首次投资施尔丰背后的中国公司江苏裕灌以来的第二轮主要投资。 事件回溯 这笔交易的背景可追溯至2018年，当时KKR向江苏裕灌现代农业科技有限公司投资约20亿元人民币， 该公司由中国"蘑菇大王"黄健光创立。 在获得KKR投资后，江苏裕灌的灌南基地迅速成长为全球最大的双孢菇生产单体，年营收可达5亿元。 同年，在KKR的协助下，江苏裕灌全资收购了成立于1932年的美国施尔丰公司。 施尔丰成立于1932年，是全球领先的蘑菇菌种和真菌生物技术企业，公司专注于开发真菌生物体系潜 力，为食品、健康、农业和材料领域提供可持续解决方案。目前，施尔丰在全球运营着多个生产基地， 为65个国家的客户提供服务。 2025年4月，施尔丰曾获得诺和控股的投资，而在此轮投资中，诺和控股也继续追加了持有份额。本次 追加投资后，KKR继续保持施尔丰的控股股东地位。 投资阵容 本次KKR ...

Group 1 - Private equity stocks have gained attention recently due to the bankruptcies of Tricolor and First Brands in late 2025, highlighting the underlying financial risks in the equity market [1]