VNET Group (VNET US) - Re-Rating On: Clarity on Chips, Geopolitics, and Hyperscaler Capex
Please check the recent upgrade note we published on VNET (link below). The thesis has only become stronger post the 3Q (execution, leverage, no...
410 Views
2026 High-Conviction: VNET US - Thesis Strengthens Into 2026 (Chips, Demand, Execution)
VNET benefits most as H200 clarity lifts chip risk and 3Q results resolve major investor concerns. We see VNET as one of the strongest 2026E calls...
247 Views
Primer: VNET Group (VNET US) - Nov 2025
VNET Group is a leading carrier- and cloud-neutral data center services provider in China, poised to benefit from the country's growing digital...
190 Views
KWEB Index Rebalance Preview: Bunch of Potential Inclusions in December
There could be 6 adds for the KWEB ETF in Dec, plus float increase for Healthyway and capping changes for the large stocks. CaoCao is newly...
787 Views
GDS Holdings (GDS US): Best Play on China AI Infra With Chips-Geo Clarity and Hyperscaler Capex
GDS US offers the best bet on China AI Infra with its dual growth engine (domestic and new international) now that there is Chips and Geopolitics...
398 Views