Siemens

Datacentres: Still poised for good growth despite looming constraints on power supply

30/06/25 -"In this thematic note, we look at the next phase of growth in the Datacentre market in the context of structural growth and the tailwind provided by investments in generative AI. Based on our ..."

PDF page sample
Pages
57
Language
English
Published on
30/06/25
Download
You may also be interested by these reports :
30/06/25
Dürr sells its environmental technology business as indicated
30/06/25
In this thematic note, we look at the next phase of growth in the Datacentre market in the context of structural growth and the tailwind provided by ...
27/06/25
New target price EUR 60. Buy rating confirmed
25/06/25
Markets might underestimate medium-term growth and profitability potential – TP increased to EUR 45

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO