Professional
Added to YB: 2024-10-24
Pitch date: 2024-09-30
GDS [bullish]
GDS Holdings Limited
+3.05%
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
$31.1B
Pitch Price
$20.95
Price Target
55.00 (+155%)
Dividend
N/A
Sector
IT Services
Category
growth
Baron Opportunity Fund New Position: GDS Holdings Limited
GDS: Pan-Asia data center op, 2.5GW capacity. Re-initiated position. CEO meeting revealed strong secular tailwinds: cloud adoption, data growth, AI demand. Sum-of-parts valuation $45-$55/share in 2-3yrs vs $20 now. GDSI CF $50M to $500M in 3yrs, $1B potential. GDSH CF $700M to $1B in 3yrs. Catalysts include REIT structure for stabilized assets.
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