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DigitalBridge Group (DBRG US)
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54
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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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bearish
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PCCW Ltd
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27 Nov 2023 10:16
StubWorld: Rumoured Interest In PCCW's Fibre
A 7% premium is unsustainable for this holding company structure. Reverse the stub here. If Hong Kong fibre is in vogue. perhaps it might be...
David Blennerhassett
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379 Views
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bullish
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PCCW Ltd
•
27 Oct 2022 15:14
StubWorld: PCCW Coming Up "Cheap"
I would still be invested where Richard Li is - and therefore be Long PCCW, short HKT here. I expect the NAV discount to narrow towards its one...
David Blennerhassett
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282 Views
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bullish
•
21Vianet Group
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14 Sep 2022 00:58
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...
Arun George
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388 Views
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bullish
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PCCW Ltd
•
27 Jul 2021 16:46
StubWorld: The Trimming Of PCCW
One of two events are likely hereon- either HKT is taken over - not by PCCW - but by a PRC telecommunication company such as China United Network;...
David Blennerhassett
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269 Views
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