VNET: A Leader in IDC Market, Transforming from a Traditional Operator to Wholesale Operator
China data center service is growing rapidly, and we believe VNET is positioned to capture this market. VNET is on the path transforming from...
208 Views
GDS: The Leading Data Center Provider in China, Riding the AI Mega Trend – BUY
GDS is the leading data center service provider in China. The company is positioned to capture strong demand from AI mega trends. The stock was...
494 Views
Betting on the Future: Buy Equinix, the Leading Data Center Operator
Equinix is the world's leading data center operator. The sector is driven by strong fundamental demand and long-term structural tail winds. We...
105 Views
Never Too Late to Chase the Rally! Prologis, the World’s Leading Logistics Company
We look at the hot US market and evaluate the potential names to invest. Prologis, the world's leading logistics company, is our pick. Sector is...
165 Views
China Resources Land: A Play on China Retail and Consumption Recovery
For China's future growth, there is high uncertainty on trade. We think consumption is the part that government has to put effort on. CRL offers...
177 Views