ENTITY · keppel_dc
Keppel DC REITAJBU
Singapore·colocation·niche·$4.3B mkt cap
Asia-Pacific data-center REIT.
CLEAR · 0–39
37/100 illustrative
Underwriting Thesis
CLEAR — Keppel DC REIT: concentrated foreign-origin supply compounded by sole-source / single-point-of-failure dominance in colocation. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration51
Sole-Source Dependence49
Sanctions Exposure0
Downstream Criticality45
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
colocationdata center reit
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MKeppel DC REIT → Amazon (Annapurna Labs) → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 4
- VertivUnited StatesDOMESTIC
- Schneider ElectricFranceALLIED
- EatonIrelandALLIED
- Delta ElectronicsTaiwanCHOKEPOINT
Key Customers · downstream · 5
- Amazon (Annapurna Labs)United StatesDOMESTIC
- MicrosoftUnited StatesDOMESTIC
- Alphabet (Google)United StatesDOMESTIC
- Meta PlatformsUnited StatesDOMESTIC
- OracleUnited StatesDOMESTIC