Analyst Notes
MI: New company formation continues; consortiums and JVs to be more common
New company formation remains a strong indicator of the sector’s long-term health and growth p...
Read more...MI: More from earnings season; hyperscale momentum continues and cryptocurrency turned data centre operators showing results from shift
Read more...MI: Hyperscale CapEx levels continue to rise
The past month saw more evidence that CapEx investment level continue to rise. ...
Read more...MI: Kuala Lumpur sees activity and market entry as Johor and hyperscale drive Malaysia market maturity
The past month saw a number of developments coming out of Kuala Lumpur, Malaysia. ...
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