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DigitalBridge Group (DBRG US)
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54
Analysis
Real Estate
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United States
DigitalBridge Group, Inc. operates as a digital infrastructure firm. The Company invests in data centers, cell towers, fiber networks, small cells, and edge infrastructure. DigitalBridge Group serves customers in the United States.
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bullish
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Chindata Group
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22 Nov 2022 21:00
2023 High Conviction: Chindata's Track Record & Rating Makes It a Takeover Target
Chindata raised its full-year guidance for the second time this year. Its track record of beating guidance, modest leverage and beaten-down rating...
Arun George
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430 Views
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bullish
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China Traditional Chinese Medicine
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19 Aug 2024 00:39
Merger Arb Mondays (19 Aug) - China TCM, Henlius, Canvest, CPMC, JTower, Fuji Soft PropertyGuru
This week, the highest gross spreads are HEC Pharma (114.4%), JTower (69.0%), China TCM (11.9%), Canvest (10.4%), Capitol (8.5%), Malaysia Airports...
Arun George
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231 Views
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bullish
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JTower
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14 Aug 2024 18:44
J Tower (4485) - Once Ambitious, Still High Growth, Sells Itself Low/Cheapish.
This is the most painful 150% premium takeover you may ever see. The stock has fallen 80% in the past 12mos. There was an equity offering 6mos ago...
Travis Lundy
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349 Views
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bullish
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JTower
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14 Aug 2024 17:33
JTOWER (4485 JP): DigitalBridge’s 162% Takeover Premium Offer Is Opportunistic
Despite the hefty takeover premium, the offer is light and opportunistically timed. Nevertheless, barring the emergence of activists, there seems...
Arun George
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324 Views
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bearish
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PCCW Ltd
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02 Aug 2024 10:16
StubWorld: PCCW's Premium To NAV Is Unsustainable
PCCW has an attractive yield. But that's about it. A 4% premium to NAV is unsustainable. I'd reverse the stub here - short PCCW, long HKT.
David Blennerhassett
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442 Views
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