8legs: Thailand, thailand

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#1 out of 3

Bain Capital is exploring the sale of up to 70% of Bridge Data Centers, with Citi and JPMorgan leading the process.
Bain Capital invested in Bridge Data Centers in 2017; the stake size has not been publicly disclosed.
BDC operates data-center campuses in Malaysia, Thailand, and India and recently raised debt financing.
The sale comes amid a broader AI infrastructure boom fueling dealmaking in the tech sector.
Analysts say data centers are essential ‘pick-and-shovel’ AI infrastructure with contract-based cash flows.
Investor appetite for data centers in Asia remains strong as a defensive play amid uncertainty.
BDC intends to expand capacity in Singapore to up to 2 gigawatts by 2030, potentially reaching 3 gigawatts globally.
Bain has been reshuffling its data center portfolio, including the 2019 merger with Chindata and later separation in 2023.
BDC’s hyperscale asset in Malaysia has ByteDance as an anchor tenant.
Nvidia’s chip sales to China are noted in the context of regional data-center expansion and restrictions.
The sale process follows Bain’s strategic realignment and emphasis on AI-ready infrastructure.

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#2 out of 3

Newest development: US-Iran conflict tightens control over Hormuz with fewer ships passing, signaling tighter global oil supply.
Myanmar could run out of oil in about a month if Hormuz remains restricted, per SocGen commodities team.
Vietnam faces similar risk, sourcing over 80 percent of oil via Hormuz, with potential shortages in a month if service doesn’t resume.
Philippines, Singapore, and Thailand each hold limited inventories, risking shortages as Hormuz traffic slows.
Forbes list expands on other at-risk countries including Taiwan, South Korea, China, India, Indonesia, and Japan.
US measures aim to temper price surges: Jones Act waiver and release of 172 million barrels from strategic reserves.
US sanctions relief is described as a short-term measure to stabilize global energy markets.
Iran launched missile attacks on Ras Laffan Industrial City, damaging a major gas facility in Qatar, raising price risks.
Analysts warn oil prices could rise globally as the conflict escalates.
Strait of Hormuz remains the focal point for energy security as the conflict unfolds.

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#3 out of 3

The study surveyed over 6,000 SEA consumers across six markets to assess electrification, connectivity, and servicing trends.
EV adoption is uneven with hybrids gaining appeal as costs and charging concerns influence choices.
Brand loyalty is shifting with notable switching intent among first-time car owners in SEA.
Research sources cited include social media, dealer visits, and manufacturer websites as top influencers.
Customers seek transparent pricing and value, influencing purchase decisions beyond price alone.
Connectivity features are valued for safety and decision-making, yet data-sharing concerns persist.
OTA updates and AI personalization are shaping views on software-defined vehicles in SEA.
OEMs are pressured to compete on product quality, performance, and value amid high switching intent.
Trust and transparency in data use and end-of-life battery issues emerge as electrification scales.
The report highlights servicing quality and trusted providers as key criteria for choosing service.

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