Blackstone’s Data Center Platform $185 Billion Valuation: LONG NextDC as Ultimate Listed Infra Trade
Private markets value AI data centers at astronomical premiums, highlighted by Blackstone's 185bn USD platform, creating massive public-to-private...
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Software & IT Services - Broad recovery, a selective opportunity
We analysed a sample of 83 Hong Kong- and US-listed software and related technology companies (49 software and 34 related technology companies)...
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Consumer Staples - Cosmetics E-Commerce Tracker: Softer Sep Growth...
Tracked cosmetics e-commerce GMV (Taobao/Tmall, Douyin, JD) growth slowed to -0.6% YoY in Sep from +1.8% YoY in Aug with brand performance...
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Capital Goods - Decent Export Growth of Earth-Moving Machinery in Sep...
What’s new? China Construction Machinery Association (CCMA) released last night (12 Oct) the data for earth-moving machinery sales in Sep.
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CardinalStone Research - Model Equity Portfolio - 12 October 2026
Last week, the local equities market (NGX-ASI) closed bearish, down 0.97% WoW to 248,363.55 points.Similarly, the MEP declined by 0.99% WoW,...
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