股市新宠 – 数据中心 June 19, 2017

在这科技发达的时代,透过网络我们可以获得各方面的资讯。从生活,商业到政治,我们都得利用资讯,而这些资讯其实是由数据演变而来的。这解释了数据中心的存在性。简单地说,数据中心是收集与分析数据,然后再把它转换成我们所得到的资讯。

在2015年,新加坡资通讯部(Ministry of Communications and Information)推出资通讯媒体产业2025计划(Infocomm Media 2025 Masterplan),目的是塑造新加坡成为智慧國家。

在此我们看到了政府如何支持此计划:

  • 透过认证鼓励设立更多的数据中心
  • 支持资通讯媒体企业发展
  • 吸引与支持更多的数据分析公司

新加坡受到地震、海啸、台风等自然灾害的风险极低,是建造数据中心的理想地点。所以并不感到意外新加坡是亚太区中最大的数据中心市场,甚至大于英国。

根据推出资通讯媒体产业2025计划,从数据所得的收入从USD140亿 预计于2018年将提高至USD340 亿。此外新加坡数据市场从2013年-2018年的複合年均增长率是34%。预料数据存储和数据仓储基础设施将会在数据与数据分析市场扮演着重要的角色。

Factsheets

国家正迈向科技时代进化,有哪一些公司是我们值得留意的呢?其中一家值得留意的公司是
新电信(Singtel): 由于政府与许多公司开始使用“云端”来记载资料,电信也透过了合作伙伴推出了“云端”服务。除此之外,电信以S$4 亿投资于数据中心;以增加云端服务的安全与可靠性,并且支持其公司推出云端平台至全亚洲。


另外,新电信也赢得了招标, 为新加坡陆路运输局提供下一代电子道路定价系统。其公司将利用先进的卫星技术进行交通管理,以协助新加坡迈向2025智慧国的目标。
新电信也为医疗机构提供管理技术服务,以便医生和护理人员能够远程与患者接触,并让患者在家中休养时能获得医护人员的诊断。


关于它们的业绩:在去年的年度报告里,唯有电信拥有净利润增长表现。相比第一通(M1 )与星和(Starhub),新电信拥有较低的负债比率,也就是说如果美国再次加息,其公司也不会受太大的债务负担。


公司 长期负债权益比(%) 负债权益比(%)
新电信 30.01 41.80
星和 501.54 506.67
第一通 61.97 99.40

* 数据参考公司2016的业绩报告

另外,吉宝数据中心房地产投资信托(Keppel DC Reit)也值得大家关注。其信托是新加坡唯一一项数据中心投资信托。其投资产业分布在新加坡,欧洲,英国,马来西亚等等。根据新加坡加坡交易所网站显示, 其股息收益率大约是5.03%。

个人认为虽然市场将迈进科技领域,但是投资者还是得分散投资,以降低投资风险。


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About the author

郭莉菁(Ann Kok Lai Ching)
POEMS交易团队交易员

郭莉菁(Ann Kok Lai Ching)毕业于马来西亚北方大学,主修国际贸易与管理学系, 副修金融学。她于2014 年加入辉立证券(Phillip Securities Pte Ltd),任职POEMS交易团队交易员。她提供交易服务的顾客目前多达九千多人。

郭小姐致力于资本面分析,善于利用各别交易产品如:差价合约,保证金户口,以及股票户口来作出长期股息与短线波动投资等等。 她一年举办不少投资讲座,例如:“股票技术分析”,“如何选择优质股”等等。此外,她也为《联合早报》提供股市分析与专业意见。

郭小姐擅长基本与技术分析。她相信透过深入了解顾客的投资方向与需求,方能为投资者提供更专业的市场分析与建议。她希望透过本身的交易经验与知识,协助投资者作出更明确的投资选择。

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