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Analyses on Shikun & Binui (13)
- June 16, 2026
- June 10, 2026June 10, 2026
Electricity and grid connection are becoming the decisive data-center assets
Data centers are making electricity, grid connection and electromechanical execution the key scarcity points. The more relevant exposure is not every AI-linked company, but those that control power capacity, supply agreements, construction capability, backup, cooling or the gas…
+24Contractor failures shift residential risk from demand to delivery
Construction-sector risk is shifting from apartment sales alone to execution and delivery capability. Contractor failures and labor shortages create a difference between subcontractor-dependent developers, companies with stronger execution arms, and building-material suppliers t…
+17
- June 9, 2026
- June 4, 2026
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