Digital Edge DC: Balancing AI Growth and Sustainability Ahead of Potential Stake Sale (Update)
AI Supercycle and Sustainability Accelerating: The prior initiation report's core investment theses are tracking positively, driven by the...
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Digital Edge DC: Building Out Across Asia Pacific (Initiation)
Aggressive Regional Expansion: Digital Edge DC (“Digital Edge”) is rapidly growing its footprint across the Asia Pacific region by developing...
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B.Grimm Power Plc. (BGRIM): Domestic Growth (PDP) / Overseas Growth (RE and Gas-Fired IPPs) - Outperform (12M FWD Fair Value Bt19.00)
We are positive on BGRIM's MW growth potential both domestically through opportunities under the PDP (RE, data centers, and Direct PPA) and...
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B.GRIMM POWER Plc. (BGRIM): 2Q26E Core Profit Declined QoQ on Higher Gas Costs - Neutral (12M FWD Fair Value Bt18.80)
We maintain our Neutral rating and 12M FV of Bt18.80 (based on a 3.5% required return). We believe the market is looking beyond the acceleration...
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Curator's Cut: Indonesia Stabilizing, Compute Capital & Shipping Surges
This ​Curator's Cut highlights Indonesian equities, the capital intensity of the data center build-out, and shipping opportunities.
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