NTT DC REIT IPO - Thoughts on Valuation
NTT DC REIT (NTTDCR SP) (NDC), a data center REIT, aims to raise up to US$810m in its Singapore IPO. In this note, we talk about valuations.
1.1k Views
Select Sector Indices and S&P Equal Weight Rebalance: US$12.7bn Round-Trip Trade Post Capping
There are no constituent changes for the S&P500 Index, but capping changes for the Select Sector indices and Equal Weight Index will result in a...
568 Views
Select Sector Indices and S&P Equal Weight Rebalance Preview: US$17bn Round-Trip Trade
Capping changes for the Select Sector indices and Equal Weight Index will result in a round-trip trade of US$17.4bn. There are some stocks with...
542 Views
Micron Upcoming Earnings Vs.Hyperscaler CapEx Slowdown
Micron's strong position in HBM and Nvidia's continued revenue growth suggest positive outcomes for upcoming earnings calls, despite a slowdown in...
846 Views
[Blue Lotus Daily-TMT Update]:JD US/BABA US/3690HK/TCOM US/1024HK/700HK/PONY US/BIDU US/WRD US/GOOGL
Food delivery subsidy rules adjusted, merchant share rises to 70%. Stable traffic growth for TCOM during Dragon Boat Festival, but daily cross...
397 Views