Report
Richard Williamson

3U Holding - Cloud computing and e-commerce growth

3U Holding’s diverse portfolio benefits from exposure to long-term growth trends across cloud computing, e-commerce and renewable energy. Solid execution, a cash-generative property sale and the increasingly realistic prospect of a value catalysing weclapp IPO has seen its shares rise by 74% ytd. We highlight the main trends in its three segments.
Underlying
3U Holding AG

3U Holdings is a holding company. Through its subsidiaries, Co. is engaged in the provision of telecommunication services as well as activities in the field of renewable energies and services. Co.'s segments include: telephony, which consists of the products call-by-call, preselection, other services and termination services in the wholesale sector; services, which consists of information technology services, systems development, marketing and consulting; and renewable energies, which consists of the development, production, trading and operation of components from the renewable energies area as well as heating and cooling technology.

Provider
Edison Investment Research
Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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Analysts
Richard Williamson

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