Asia Real Estate Tracker (17-Jan-2025): ESR & CloudHQ JV for $2B Osaka Data Centre Campus
ESR partners with CloudHQ for $2B data centre, Macquarie invests $5B in crypto firm turned data centre startup, US hyperscaler opens 220MW campus...
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Telco: Positive KTAs from Our Meeting with Kemkominfo ( OVERWEIGHT)
We met with the Telecommunications Ministry (Kemkominfo), coming away with positive takeaways for the operators, as the ministry: a) fully supports...
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Telco: Positive Industry Outlook from Asset-Light Model and Revenue Momentum
We met with a CEO, CMO and 2 CFOs from the 3 leading telcos who share some common objectives in driving usage, the payload and increasing ARPU.
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Telco: 3Q23 Preview
We see a different EBITDA margin narrative for each player but foresee a positive trajectory for the sector overall in 3Q23.
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Macro and Flows Tracker - Rising External Risks
Yield volatility and heightened China risk factor has led to recent market volatility resulting in outflow from both Equity and Fixed Income.
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