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US : IT Services - Internet | Raymond James Internet Weekly: Industry Data Points & Valuation Analysis

CGS-CIMB Aaron
Aaron Kessler @ CGS-CIMB 20 September 2022

Systems Ltd: Multiple avenues will continue stellar growth momentum

We upgrade our estimates for SYS and incorporate new acquisitions and geographies. Our new TP is PKR660/sh. Our CY22/23f EPS are PKR24.5/34.0, amid strong growth from existing & new markets and consolidation of new acquisitions. SYS has gained c.5%CY...
Intermarket Securities Rahul
Rahul Hans @ Intermarket Securities 8 September 2022

Systems Ltd: 1HCY22 analyst briefing takeaways

SYS revenue growth in 1HCY22 superseded it's historical 5-year 1H revenue CAGR of 47%, by 28ppt YoY to 75%. The company acquired two tech companies (Ndc Tech and Tree House) during the 1HCY22. SYS’s focus will remain on Data, Digital, Cloud Emerging....
Intermarket Securities Rahul
Rahul Hans @ Intermarket Securities 1 September 2022

Interlink Telecom PCL: Just in time!

Big backlog. Data center expansion. NBTC projects delayed.
Bualuang Securities Napon
Napon Jaisan @ Bualuang Securities 1 September 2022

Dada Nexus Ltd: Speeds Up Profitability, Supporting Real Economy

Dada released its Q2 2022 results and reported 2.28 billion in revenue and the GMV of JDDJ reached CNY 54.6 billion. China's raw & fresh market is forecasted to exceed CNY 6.8 trillion help Dada become a wave-rider. Retail digitization strategy and u...
EqualOcean Zhenduo
Zhenduo Wang @ EqualOcean 29 August 2022

GDS Holdings Ltd: US : Telco - Overall - Telecommunications Services | Wireline Telecommunications Services Weekly Sector Review

CGS-CIMB Frank G.
Frank G. Louthan, IV @ CGS-CIMB 29 August 2022