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Investor Notes - Phillip Securities (HK) Ltd
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29 Jul, 2019 (Monday)



SUNEVISION(1686)
Analysis¡G
As the cloud services became mature in US, it is gaining popularity in Asia. Not only individual users, but also corporate users are open to this kind of services. According to Gartner, the market size of IaaS, PaaS and SaaS will reach 76.6, 31.8 and 143.7 bn USD in 2021F, representing a CGAR of 25%, 19% and 15%. Besides, the IT infrastructure has to be set up well before the cloud services became popular. As a result, the massive demand on data centers actually arrives before the popularity in cloud services. Moreover, in order to provide services in a high quality, cloud service providers will require a high tier data center which could provides high power density, high uptime and long power provision. Although there a number of data centers in the market, those high tier data centers are the one which could attract the cloud service providers moving in.Mega Plus is a tier 4 data center, and the attractiveness of Mega Two and Mega-i to cloud services providers could be enhanced after the expansion and optimization work. The power density can lift by 40% after the optimization work. Besides, the new data center for the new project in Tseung Kwan O is believed to be a high tier data center, implying the group will be able to enjoy the robust growth of cloud services.
Strategy¡G
Buy-in Price: $5.60, Target Price: $6.50, Cut Loss Price: $4.80


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