AI DemandSunevision is a key beneficiary of rising AI inferencing demand in Hong Kong, justifying a higher target multiple compared to global peers.
Market PositionSunevision is the biggest carrier-neutral data centre operator in Hong Kong, with a 22% market share in terms of available IT capacity.
ProfitabilityThe company has the highest profitability globally, with approximately 70% EBITDA margin, higher than global peers.