DayOne Pre-IPO: Tearsheet
DayOne has filed its registration statement with the SEC for a Nasdaq listing. In this tearsheet, we look at its business and operating profile,...
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GDS and VNET – Recent Pullback Provides Entry Opportunity, Long-Term AI Growth Solid and Strong
Both GDS and VNET has declined >70% from all time high, providing a golden entry oppportunity. GDS is a mature blue-chip play offering...
714 Views
China Software & IT Services – China IaaS + PaaS growth slowed further in 3Q22
China IaaS + PaaS market grew 30.7% YoY in 1H22, according to IDC data. However, this may have slowed to 10-20% YoY in 3Q22, reflected by China...
473 Views
China Software & IT Services – A mixed outlook for China cloud amid rising China-US tension
Structural changes in China cloud market. There are three structural changes in China cloud market since the internet sector crackdown in 2021.
337 Views
China Technology:Â Sentiment Change Forces Allocation Shift
Allocations in China Technology stocks have soared since late last year, breaking out of their decade long range of between 1.4-2% and powering on...
471 Views