GDS - GDS Holdings: Ride The Wave Of The Cloud With This Attractively Valued Data Center Player
- GDS Holdings has the best customer profile in the industry and I believe will continue to attract the largest and most established customers in the future.
- GDS' data centers under construction and held for development make up 160% of its current area in service and are in key strategic locations desired by customers.
- As the largest data center player, its scale effect is what will differentiate GDS from competitors and, with improving unit economics, it will achieve profitability by 2025.
- Further, with a majority of its data centers being in a steady state by then, the next catalyst will be the initiation of a dividend policy.
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GDS Holdings: Ride The Wave Of The Cloud With This Attractively Valued Data Center Player