Professional
Added to YB: 2024-11-01
Pitch date: 2024-09-30
GDS [bullish]
GDS Holdings Limited
-12.17%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
GDS Holdings Limited, together with its subsidiaries, develops and operates data centers in the People's Republic of China.
Market Cap
$25.9B
Pitch Price
$20.95
Price Target
56.00 (+204%)
Dividend
N/A
Sector
IT Services
Category
growth
Baron Global Advantage Fund New Position: GDS Holdings Limited
GDS: Leading Chinese data center op. GDSI (Asia ex-China) CF from $50M to $500M in 3yrs, valued at $16/share. GDSH (China) CF $700M to $1B in 3yrs, worth $30-$40/share. Total value $46-$56/share vs $20 current. Catalysts: GDSI IPO in 12-15mo, GDSH REIT transaction. Blackstone's Airtrunk deal supports valuation.
Read full article (1 min)