This Week at InvestKaki:

• 😲 Oracle is crushing the competition

• 🤑 UOL selling Kinex for SG$375 million

• 😉 Reddit continues to rocket up

• 🏦 DPU Explained

• 📢 Spotlight on Oracle

Moving on, here are the news that shocked the world…

Oracle $ORCL ( ▼ 5.09% ) : Well, Oracle is absolutely crushing the competition. It reported that it has about US$455 billion performance obligation left for its AI business [Read More] 🤑 

Trump barred $SPX ( ▼ 0.05% )  : Trump was barred by the U.S. courts from firing Federal Reserve governor, Lisa Cook after getting banned for tariffs too [Read More]

Nebius $NBIS ( ▲ 1.37% )  : Microsoft contract win. Nebius secured a multibillion dollar deal with Microsoft to provide AI infrastructure [Read More]

Klarna $KLARNA.P ( 0.0% )  : Klarna just listed in the market, and investors were happy with it, sending share price up by 15% on its first day [Read More]

Apple $AAPL ( ▲ 1.76% )  : Apple just had its new product launch. The usual newer iPhone 17 version, and now, an extra slim one. [Read More]

Here are the news covering the Asia market…

Hello: Alibaba-backed Hello, has unveiled its driverless taxi service to compete with Baidu, WeRide and Ponyai [Read More]

UOL: UOL is selling its Kinex mall for SG$375 million to Kinex Times Square and Xiaohong Property Management [Read More]

LHN Limited: LHN Limited is listing its co-living arm, Coliwoo on the Singapore Exchange with Maybank as its advisor [Read More]

Centurion Accommodation REIT: Centurion shareholders have approved the listing of Centurion’s accommodation REIT that consists of workers and students accommodation [Read More]

Kinderworld: Kinderworld International is going over to Hong Kong to list after failing to do so in the Singapore market [Read More]

See below for our handpicked analyst reports:

Do you know what is the most important metrics for a REIT is?

No, it’s not revenue.

It’s distribution per unit or DPU.

You might have seen DPU being quoted in many of the REIT reports or news out there.

Let me tell you what is it.

It is essentially the dividends received by the investor for how many units he or she has in the REIT.

Distributable income / Total Number of Units Outstanding

Sometimes, companies issue more shares that dilutes investors shares. And it’s hard to get a good grasp of how much dividends you are getting from the REIT.

Essentially, investors also look at the DPU growth as a key measure of the performance of a REIT.

The higher it is, the better and vice versa.

What a week for Oracle.

In the past five days, it has risen by 33%.

For the year, 83%.

It has been a glorious year for the company. Revenue has grown by an average of 11.5% for the past two quarters.

Most importantly, it reported that it still has US$455 billion in performance obligations.

• For context, Oracle is making about US$57 billion per year currently.

• This translates to at least 9 years of revenue pipeline for the company.

What are these performance obligations? They are mainly for AI projects and services for its clients that is under the Oracle Cloud Infrastructure segment.

Hence, revenue from this segment is expected to grow to

• 2026: $18 billion

• 2027: $32 billion

• 2028: $73 billion

• 2029: $114 billion

• 2030: $144 billion

In 5 years, Oracle’s revenue from this segment is projected to 10x, sending total revenue 3 times higher.

Now, that’s a golden goose.

Hope the above is fruitful for you all..

Cheers,
James Yeo