1. Investment Snapshot
2. Thesis
3. Valuation & Price Target
4. Business & Product Moat
5. People & Governance
6. Market & Macro
7. Financial Quality
8. Risk Register
9. Prediction Market
10. 𝕏 Posts
Discussion
1. Investment Snapshot
2. Thesis
3. Valuation & Price Target
4. Business & Product Moat
5. People & Governance
6. Market & Macro
7. Financial Quality
8. Risk Register
9. Prediction Market
10. 𝕏 Posts
Discussion
1. Investment Snapshot
2. Metrics vs Peers
3. Valuation
Discussion
Research report, target price, DCF and forensic scores are for subscribers. View plans
Symbol
DODC
Sector
Information Technology
Subsector
IT Services
Offer Range
—
Shares Offered
—
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Implied Upside vs Midpoint
Description
DayOne is a leading digital infrastructure platform outside of the United States and China. Since our inception in 2022, we have secured 4.6GW of Resources across ten markets. Of this, we have approximately 2.3GW of Bookings, primarily from seven global hyperscale and leading technology customers. In a supply-constrained environment caused by unprecedented demand from AI, we work collaboratively with our customers to create new markets. We take an industrialized approach to development, which enables us to satisfy the most demanding requirements for scale, reliability and time-to-market. Our vision is to create the largest global platform comprising multiple gigawatt-scale data center campuses in strategic locations, offering a unique value proposition to our customers. We focused initially on the opportunity in Southeast Asia. We were the catalyst for the creation of the SIJORI market, integrating resources in the new markets of Johor, Malaysia, and Batam, Indonesia located in the Riau Islands, along with the established hub of Singapore. Within a short period of time, SIJORI has grown to become one of the largest data center markets in the world. Based on our Bookings, Structure Research estimates that we have a 33% market share in SIJORI. Our approach enables us to achieve a development yield of around mid-teens. Building on this proven strategy, we have expanded our footprint in Asia to Greater Bangkok, Thailand, Kuala Lumpur, Malaysia and Kyushu, Japan, and entered Europe with sites in Greater Helsinki, Finland and Zaragoza, Spain. --- Our principal executive office is located at 5 Temasek Boulevard #10-06, Suntec Tower 5, Singapore 038985. Our telephone number at this address is + 65 6015 0516. Our registered office in the Cayman Islands is located at the offices of Maples Corporate Services Limited, PO Box 309, Ugland House, Grand Cayman, KY1-1104, Cayman Islands. Our main website is https://www.dayonedc.com. Our agent for service of process in the United States is Cogency Global Inc., located at 122 East 42nd Street, 18th Floor, New York, NY 10168.
| Metric | Value | Peer median | Among peers | |
|---|---|---|---|---|
9 premium metrics: DCF value / price, Growth the price needs: how common, Last 12 months vs full year and 6 more Unlock | ||||