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Added to YB: 2024-11-01

Pitch date: 2024-09-30

GDS [bullish]

GDS Holdings Limited

+4.58%

current return

Author Info

No bio for this author

Company Info

GDS Holdings Limited, together with its subsidiaries, develops and operates data centers in the People's Republic of China.

Market Cap

$29.8B

Pitch Price

$20.95

Price Target

56.00 (+156%)

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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