Professional
Added to YB: 2025-01-21
Pitch date: 2024-12-31
GDS [bullish]
GDS Holdings Limited
+70.09%
current return
Author Info
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Company Info
GDS Holdings Limited, together with its subsidiaries, develops and operates data centers in the People's Republic of China.
Market Cap
$60.9B
Pitch Price
$23.57
Price Target
55.00 (+37%)
Dividend
N/A
Sector
IT Services
Category
growth
Show full summary:
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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