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DigitalBridge Group (DBRG US)
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50
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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422 Views
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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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373 Views
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bullish
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PCCW Ltd
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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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278 Views
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bullish
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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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380 Views
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bullish
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PCCW Ltd
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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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265 Views
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