Invite:: Datacenter equipment deep dive, Siemens Energy downgrade & market feedback

研报英文原文证据摘录

Invite:: Datacenter equipment deep dive, Siemens Energy downgrade & market feedback

Relevant Research

Data centre Equipment : Cooling/Semis & some Electricals over Power

Electrical Equipment Powering on: market too low on DC demand, too bearish 800VDC for

LR – upgrade to OW

Siemens Energy: Pricing in best-in-a-generation cycle lasting indefinitely; downgrade to

UW

Meet the Analysts

Vlad Sergievskii is a London-based senior analyst and

Head of European Capital Goods, covering European

Industrials. Prior to joining Barclays in May of 2023 he was

with Bank of America from 2018-2023 covering Industrials

and Energy. Vlad has been voted #1 by Institutional

Investor voters in two different categories: EEMEA Metals &

Mining in 2015 and European Energy Services in 2020 &

2021. He holds an MS in Financial Markets & Corporate

Finance from Higher School of Economics in Moscow.

View Analyst Page

George Featherstone is a London-based senior equity

research analyst covering European Industrials. Prior to

joining Barclays in 2024, he was with Bank of America from

2018 covering Industrials, during which time the team was

ranked in the top 3 by Institutional Investor voters. George

is a CFA charter holder and has a BSc in Biochemistry from

University College London.

Timothy Lee, CFA, ACA, CESGA, is a Director within

Barclays European Equity Research department and

covers European Capital Goods. He joined Barclays in

February 2023 and has approximately 15 years’ experience

in equity research. Previously, he was the head of

China/HK Mid/Small Caps at CLSA in Hong Kong, covering

multiple sectors as a generalist. While he led the team, it

ranked third on the 2018 All-China Research Team, Small &

Mid Capitalisation, and was a runner-up in the 2020