In an environment of low interest rates, AEMN should perform well given its resilient business model, resulting into sustainable dividend payments. The company should benefit from robust demand for data centers, e-commerce distribution networks, and high specifications industrials in the region. Growth occurs in two manners: a) organic, and b) through targeted acquisitions. Risks include asset devaluation or weak rentals which would occur on weak economic conditions.
Ascendas Real Estate Investment Trust
20/01/2022
