Added to YB: 2026-03-30
Pitch date: 2026-02-02
GDS [bullish]
GDS Holdings Limited
-5.05%
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
$62.2B
Pitch Price
$43.96
Price Target
80.00 (+92%)
Dividend
N/A
EV/EBITDA
16.82
P/E
70.58
EV/Sales
8.52
Sector
IT Services
Category
special_situation
GDS Holdings Limited - $GDS
GDS: Leading China data center dev w/ 24% stake in DayOne (intl dev). China EBITDA +15% in 2025, accelerating on AI inference demand in Tier-1 cities; domestic chips (Huawei Ascend) reducing H20 ban risk. DayOne raised Series C at $10B valuation (1GW contracted, +500MW/yr growth), IPO planned Q4 2026 w/ spinoff to GDS holders. SOTP: China at 18x EBITDA = $58/share, DayOne at 20x = $22/share. PT $80 (+80%). Catalysts: bookings reaccel, HK Stock Connect, DayOne IPO.
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