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REAL ESTATE: Merlin (MRLSM: Baa1/BBB+) Goodman (GMGAU: Baa1/BBB+): Data Centres

REAL ESTATE
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  • Following the launch of DeepSeek - a Chinese AI model the Tech sector is under pressure
  • Merlin Properties dropped -6% at the open; recovering to -3.5% now
  • Data Centres have been a growth target for the property sector with Goodman GMGAU also heavily exposed.
  • No price data for GMGAU due to Australia Day
  • Only 3.9% of Merlin's GAV was invested in Data as of 6M24 but the company raised €921m in June for data centre expansion.

  • For Goodman, around 40% of their Development pipeline is in Data.

     

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  • Following the launch of DeepSeek - a Chinese AI model the Tech sector is under pressure
  • Merlin Properties dropped -6% at the open; recovering to -3.5% now
  • Data Centres have been a growth target for the property sector with Goodman GMGAU also heavily exposed.
  • No price data for GMGAU due to Australia Day
  • Only 3.9% of Merlin's GAV was invested in Data as of 6M24 but the company raised €921m in June for data centre expansion.

  • For Goodman, around 40% of their Development pipeline is in Data.