VNET’s Opportunistic US$8.20 Bid from the Founder
The offer is unattractive. Nevertheless, with the data centre M&A activity levels remaining elevated, the current mispricing of the shares will...
393 Views
VNET Draws the Interest of MBK Partners
Takeover interest is unsurprisingly due to VNET’s depressed share price, unchanged FY22 guidance and ongoing data centre M&A activity. Buy some...
413 Views
Chindata the Next Chinese ADR Privatisation Target?
Bloomberg claimed that Chindata is attracting takeover interest from GDS, PAG and EdgeConneX. A forward EV/EBITDA multiple of 8.9x, in line with...
540 Views
Digital Core REIT IPO Trading - Strong Demand
Digital Core REIT (DCREIT), a data center REIT, raised US$600m in its Singapore IPO. In this note we will talk about the trading dynamics.
385 Views
The Week That Was in ASEAN@Smartkarma - Telkom Digitally Remastered, MAPI, and DTAC & True Merger
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
220 Views