Share tips: Sky-high profits from cloud computing

Internet use is soaring in Southeast Asia, says Paul Hill. And this outfitter of data centres is well placed to profit.

Cloud computing is here to stay. It involves the remote storage of applications and data which are accessed remotely via high-speed internet. According to analysts at Bain, this $20bn sector will grow rapidly to nearly $150bn by 2020, driven by demand for software-as-a-service, mobile applications and gaming. This is where CSF comes in. The firm develops (60% of sales) and operates (40%) data centres across southeast Asia.

To date, it has designed, built and fitted out more than 200 such facilities for firms such as BMW and HSBC. It also operates five world-class data centres of its own for tenants that include large telecoms and web search firms. The aim is eventually to create an interconnected hub of sites across the entire sub-continent, ranging from Singapore and China to Thailand and Indonesia.

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Paul gained a degree in electrical engineering and went on to qualify as a chartered management accountant. He has extensive corporate finance and investment experience and is a member of the Securities Institute.

Over the past 16 years Paul has held top-level financial management and M&A roles for blue-chip companies such as O2, GKN and Unilever. He is now director of his own capital investment and consultancy firm, PMH Capital Limited.

Paul is an expert at analysing companies in new, fast-growing markets, and is an extremely shrewd stock-picker.