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Economic Moat – Mapletree Industrial Trust’s New Equinix Data Centre
By Investment Moats  •  March 31, 2013
Mapletree industrial’s latest build to suit contains an economic moat that provides visible rent stability for thee trust.
Economic Moat   Mapletree Industrial Trusts New Equinix Data Centre maple2213e

MIT just announce a deal to build to suit a data center for us listed Equinix. This to me is a splendid deal for MIT. Factsheet here

It also shows us how much lock in certain data center has.

Equinix Economic Moat

Equinix Data center are rather different from perhaps the local data center in that the folks that make use of their infrastructure are Google and Facebook, the big boys in the infrastructure consumption space.

For the telecom operators to connect to them they have to try to minimize the latency. Equinix have a proprietary switching channel that allows very fast switching between Equinix neighbours.

The cost of moving away is that you gave to incur migration and these residual business losses due to not competitive services.

Thus Equinix somehow enjoys ...

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By Investment Moats
Investment Moats is set up by Kyith Ng and have been around since 2005. He aims to share his experiences making sense of money, how money works and ways to grow his money. It hopes that by sharing his experiences, both good and bad, season investors can advice and critique his decisions and new investors can learn from them and find their own style ...
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