GDS News and Press, GDS Holdings Limited From 11/01/22

Shares of Chinese and other international companies jumped sharply on Tuesday as hope spread that China's zero-COVID policy may be coming to a close. Rumors are floating that a government committee has been formed to study a plan for fully reopening China in March 2023. Markets acro...

Summary GDS intends to expand and invest in its second growth engine in offshore markets like Southeast Asia, Macau, and Hong Kong. With increasingly more stabilised assets in mainland China, the company is setting up a China data centre fund to recycle capital and accelerate mone...

Summary Philippe Laffont’s 13F portfolio value decreased from $13.67B to $8.26B this quarter. They increased Amazon.com, JD.com, Enphase Energy, Alibaba Group Holdings, and Lucid Group while reducing Rivian Automotive, Visa, Snowflake, Sea Ltd., DoorDash, Nvidia, and Roblox...

Summary VNET Group has now received a second non-binding buyout offer at $8.2/ADS. The bid comes from the founder/CEO who owns 28% of voting shares. Investors stand to make a 40% return. However, I would still wait for a binding agreement to be reached. In April,...

Summary GDS’ results remain pressured amid operating challenges in China. Unsurprisingly, guidance was also lowered for 2022, though the long-term expansion path remains intact. A new offshore data center fund is in the works, presenting long-term optionality as well. ...

GDS Holdings ( NASDAQ: GDS ) gets downgraded at JP Morgan to Neutral from Overweight as the investment bank sees near-term upside growth catalysts missing for the data centre operator until the China's internet investment cycle turns positive again. "Move-in activity for C...

GDS Holdings Limited (GDS) Q2 2022 Earnings Conference Call August 23, 2022 08:00 AM ET Company Participants Laura Chen - Head Investor Relations William Huang - Founder, Chairman & Chief Executive Officer Dan Newman - Chief Financial Officer Jamie Khoo -...

The following slide deck was published by GDS Holdings Limited in conjunction with their 2022 Q2 earnings call. For further details see: GDS Holdings Limited 2022 Q2 - Results - Earnings Call Presentation

GDS Holdings press release ( NASDAQ: GDS ): Q2 GAAP EPS of -$0.04 beats by $0.12 . Revenue of $344.9M (+19.5% Y/Y) beats by $7.98M . Outlook: After evaluating the impact from the COVID lockdown mainly in the second quarter and the slower economic environment, t...

GDS Holdings ( NASDAQ: GDS ) is scheduled to announce Q2 earnings results on Tuesday, August 23rd, before market open. The consensus EPS Estimate is -$0.17 (-466.7% Y/Y) and the consensus Revenue Estimate is $336.92M (+16.7% Y/Y). Over the last 1 year, GDS has beaten...