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Can Keppel DC Reits continue to deliver consistent returns?

Just thinking aloud - As many companies adopt Cloud First Strategy, there might be more tenants cutting back on their hosting footprints. Can the Cloud Services provider increase their hosting capacities in Keppel DC REITs owned data centres fast enough so as not to accept the REITs cash flow ?
Can Keppel DC Reits continue to deliver consistent returns?
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