Abstract: DayOne, a hyperscale data center developer and operator, has filed its registration statement with the SEC for a Nasdaq listing. MS, JPM, BOA, Citi and BNP Paribas are the underwriters. In our previous notes, we looked at the company's business and financials and compared it with listed peers. In this note, we forecast earnings and provide our thoughts on valuation.
GDS Holdings Limited ADS, Nextdc, Applied Digital Corporation Common Stock, Equinix, Inc. Common Stock REIT, Digital Realty Trust, VNET, KEPPEL DC REIT
Research on Hong Kong and A+H equity offerings, from the first filing to the aftermarket. Coverage includes pre-IPO early thoughts on the business and valuation, analysis of the final deal terms and cornerstone investors, and updates as new prospectus versions are filed.
Interested in the full report? Get in touch with our team.
We will review your request. Once approved, the report will be sent to your company email.
Thank you! We will review your request and email the report to you, usually within 1 business day.