AI DemandSunevision is well-positioned to capture the burgeoning AI demand in Hong Kong, benefiting from abundant power provision by power companies, which is a clear competitive advantage over its rivals.
Dividend GrowthExpect dividends to rise with a 14% CAGR from FY6/24 to FY6/27F, supported by an improving growth profile and a declining CAPEX trend, generating sufficient free cash flow to pay dividends.
Market Share GrowthSuneVision's market share in Hong Kong is expected to rise from around 22% to approximately 26% in terms of available IT capacity.