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    Louis Tsang

    Research Analyst at Citi

    Louis Tsang is an Assistant Vice President and Greater Technology & Telecoms Equity Research Analyst (China) at Citi, specializing in the coverage of major technology and telecommunications companies such as China Telecom Corporation Limited and VNET Group, Inc. He has demonstrated strong stock-picking capability, recently reiterating a bullish rating on VNET Group with a $20 price target, and is recognized for his in-depth sectoral insights. Tsang began his career after obtaining a Bachelor of Business and currently plays a key research role at Citi, which he joined before 2024, with no publicly documented prior firms. His professional credentials include significant sell-side research experience focused on China’s technology sector; specific securities licenses or FINRA registrations are not publicly disclosed.

    Louis Tsang's questions to VNET Group (VNET) leadership

    Louis Tsang's questions to VNET Group (VNET) leadership • Q1 2025

    Question

    Louis Tsang from Citi asked about potential plans for a Hong Kong listing and whether the company is seeing a downward trend in electricity tariffs that could impact EBITDA margins.

    Answer

    A company Moderator responded that VNET is in 'in-depth conversation' with the Hong Kong Stock Exchange regarding a potential dual listing but could not provide a specific timeline. On the second point, the Moderator stated that the company does not currently see a declining trend in utility bills, which remain 'fairly stable'.

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    Louis Tsang's questions to GDS Holdings (GDS) leadership

    Louis Tsang's questions to GDS Holdings (GDS) leadership • Q2 2024

    Question

    Louis Tsang posed two questions: one on the domestic business regarding the pace of move-in, MSR recovery, and demand sustainability in China; and another on the international business concerning strategy in Johor amid competition and potential infrastructure limitations.

    Answer

    CFO Dan Newman stated that the higher move-in rate in China is expected to continue through next year and that the MSR is bottoming out. For the international business, CEO William Huang highlighted GDS's first-mover advantage in Johor, which he believes will persist for the next three years. He asserted that GDS is a 'market creator' and is already planning expansion into other regional markets.

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