Professional
Added to YB: 2025-01-21
Pitch date: 2024-12-31
GDS [bullish]
GDS Holdings Limited
+55.54%
current return
Author Info
No bio for this author
Company Info
GDS Holdings Limited, together with its subsidiaries, engages in the development and operation of data centers in the People's Republic of China.
Market Cap
$62.2B
Pitch Price
$23.57
Price Target
55.00 (+36%)
Dividend
N/A
EV/EBITDA
14.07
P/E
70.53
EV/Sales
8.46
Sector
IT Services
Category
growth
Baron Real Estate Fund Added On Portfolio Holding: GDS Holdings Limited
GDS: Data center operator w/ Asia ex-China & China segments. Asia ex-China CF to grow from <$50M to >$500M in 3yrs, valued at $15/share. China CF to grow from $700M to $1B in 3yrs, valued at $30-$40/share. Total $45-$55/share target in 2-3yrs vs mid-$20s now. Catalysts: GDSI IPO, REIT transaction. Recent $1B Series B raise.
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