Professional
Added to YB: 2024-11-01
Pitch date: 2024-09-30
GDS [bullish]
GDS Holdings Limited
-12.17%
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
$28.2B
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.
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