近日，媒体引述消息人士称，新加坡淡马锡控股旗下ST Telemedia（以下简称"STT"）考虑悉数出售万 国数据（09698.HK）的持股。消息指，STT正在向潜在买家探讨对其手中所持有的万国数据股份的兴 趣。 同时，据知情人士称，美国投资公司KKR正在洽谈收购总部位于新加坡的STT Global Data Centres（以 下简称"STT GDC"）公司，该交易对这家亚洲基础设施提供商的估值可能超过50亿美元。 中经记者 顾梦轩 李正豪 广州 北京报道 消息人士表示，万国数据股价近期的上涨，可能使STT难以找到买家出售所持股份，又称该公司可能会 分批减持，亦有可能决定不出售股份，指目前讨论尚处于初期阶段。 8月20日，万国数据发布第二季度财报。从财报来看，虽然其在第二季度亏损，但从整体来看，上半 年，万国数据的大部分指标处于增长态势。 身处热门赛道，处于增长扩张阶段，STT为何要考虑出售万国数据股份？美国投资公司KKR收购STT GDC与STT出售万国数据有无关联？ 多位受访人士在接受《中国经营报》记者采访时表示，当前万国数据股价因行业景气度攀升（IDC需求 激增+政策红利），正处于历史高位，此时退出可 ...

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NTT’s Data Center REIT Ends Flat In $773 Million Singapore Debut https://t.co/3RNencOqr1 https://t.co/3RNencOqr1 ...

Financial Performance - NTT's Data Center REIT 在新加坡首次亮相，最终持平，交易额达 7.73 亿美元 [1]

Financial Action - NTT is seeking to raise as much as $812 million through a Singapore listing [1] Market Dynamics - The Singapore listing is poised to be the city-state's biggest IPO in eight years [1] REIT - The listing is for NTT's data center REIT [1]

Financial Data and Key Metrics Changes - Normalized FFO for Q1 2025 was $0.23 per diluted share, up 5% from $0.22 per diluted share in the previous year [7][21] - Rental and related income increased by 8% to $54.6 million compared to $50.3 million a year ago [21] - Community NOI increased by 8% from $30 million in 2024 to $32.5 million in 2025 [22] Business Line Data and Key Metrics Changes - Same property occupancy increased by 113 units year-to-date and 227 units over the first quarter of last year [10] - Gross home sales for the quarter were $6.7 million, down approximately 9.5% from $7.4 million last year, primarily due to the liquidation of inventory at a sales center [11] - The rental home occupancy rate increased from 94% at year-end to 94.6% at the end of Q1 [14] Market Data and Key Metrics Changes - The company has 3,400 vacant sites and 2,400 acres of vacant land available for development, positioning it well for future growth [19][30] - Demand for affordable housing remains strong, with the company experiencing high occupancy levels and rental rates [29][30] Company Strategy and Development Direction - The company plans to continue increasing earnings through the occupancy of vacant sites, development of land, and acquisitions of existing communities [9][19] - The focus on duplex manufactured homes and solar shingle technology aims to provide affordable housing solutions [32][47] - The company is optimistic about future acquisitions, particularly in light of potential opportunities arising from less experienced buyers in the market [72] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving nearly 100% occupancy and continued progress in developing expansion land [30] - The company anticipates strong demand for rental homes and expects to add 800 new rental homes to its portfolio this year [14][28] - Management remains cautious about the impact of tariffs but believes it will have a minimal effect on operations [16][18] Other Important Information - The company has a strong balance sheet with a total market capitalization of approximately $2.5 billion, up 18% from the previous year [24] - The company has over $45 million invested in expansions that are not yet generating expected yields [13] Q&A Session Summary Question: What are the rent growth expectations for this year? - Management expects to achieve a 5% rent increase, with strong demand at properties [35][36] Question: Are home prices up due to tariffs? - Prices have increased slightly by 3% to 5%, but supply chain disruptions are a bigger concern [37][38] Question: What refinancing rates are expected? - Anticipated rates for refinancing are around 5.5% to 5.75% [39] Question: Is there upward pressure on real estate taxes? - There has been a small increase in real estate taxes, but management is working on potential appeals [42][43] Question: How are solar shingle homes being received? - Initial demand is strong, with several homes already occupied and more on the way [44][45] Question: What are the return expectations for the Mantua acquisition? - Expected returns are in the 6.5% to 7% range, with significant upside potential [79][80] Question: Will rental homes be included in GSE financing? - Currently, rental homes are not included, but income from the sites is considered [86][96]