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SMARTSCORE: 3.8/5
DigitalBridge Group (DBRG US)
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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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JTower
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14 Aug 2024 09:33
JTOWER (4485 JP): DigitalBridge’s 162% Takeover Premium Offer Is Opportunistic
Despite the hefty takeover premium, the offer is light and opportunistically timed. Nevertheless, barring the emergence of activists, there seems...
Arun George
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446 Views
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bearish
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PCCW Ltd
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02 Aug 2024 02:16
StubWorld: PCCW's Premium To NAV Is Unsustainable
PCCW has an attractive yield. But that's about it. A 4% premium to NAV is unsustainable. I'd reverse the stub here - short PCCW, long HKT.
David Blennerhassett
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564 Views
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bearish
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PCCW Ltd
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27 Nov 2023 02:16
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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493 Views
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bullish
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PCCW Ltd
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27 Oct 2022 07:14
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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330 Views
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bullish
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21Vianet Group
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13 Sep 2022 16:58
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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468 Views
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