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Added to YB: 2024-10-24

Pitch date: 2024-09-30

1686.HK [bullish]

SUNeVision Holdings Ltd.

+37.07%

current return

Author Info

No bio for this author

Company Info

SUNeVision Holdings Ltd., an investment holding company, provides data centre and information technology (IT) facility services in Hong Kong.

Market Cap

HKD 15.5B

Pitch Price

HKD 3.62

Price Target

N/A

Dividend

2.92%

EV/EBITDA

17.12

P/E

17.14

EV/Sales

11.84

Sector

IT Services

Category

value

Show full summary:
Third Avenue International Real Estate Value Fund Portfolio Holding: SUNeVision Holdings Ltd.

1686.HK: Leading HK data center op, 50% portfolio expansion, strong connectivity. High demand from cloud, AI, digitalization. Trades at <50% NAV, <10x P/E. Future growth not priced in. Chinese stimulus positive. Visa-free travel with China boosts tourism, benefiting Singapore's economy & real estate.

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