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BAMCO’s 13F portfolio value increased from $43.68B to $44.15B this quarter. Ron Baron increased Zillow Group, Hyatt Hotels, Taiwan Semi, and Spotify while decreasing Manchester United, Zai Lab, and GDS Holdings. Their top five positions are at ~25% of the overall portfolio....
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 strategi...
SZC has been transitioning over the last year and a half, so I've been watching the fund closely. With their Q3 Fact Sheet update, we see that energy exposure has come down and "sustainable" exposure is rising. The fund's discount has narrowed a bit but still seems relatively attr...
SHANGHAI, China, Nov. 30, 2021 (GLOBE NEWSWIRE) -- GDS Holdings Limited (“GDS Holdings,” “GDS” or the “Company”) (NASDAQ: GDS; HKEX: 9698), a leading developer and operator of high-performance data centers in China, today announced th...
The following slide deck was published by GDS Holdings Limited in conjunction with their 2021 Q3 earnings call. For further details see: GDS Holdings Limited 2021 Q3 - Results - Earnings Call Presentation
Image source: The Motley Fool. GDS Holdings Limited (NASDAQ: GDS) Q3 2021 Earnings Call Nov 16, 2021 , 8:00 a.m. ET Operator Continue reading For further details see: GDS Holdings Limited (GDS) Q3 2021 Earnings Call Transcript
GDS Holdings Limited (GDS) Q3 2021 Earnings Conference Call November 16, 2021 8:00 AM ET Company Participants Laura Chen – Head-Investor Relations William Huang – Founder, Chairman and Chief Executive Officer Dan Newman – Chief Financial Officer Conference Call Participan...
GDS Holdings (NASDAQ:GDS): Q3 GAAP EPS of -$0.04 beats by $0.05. Revenue of $319.9M (+42.4% Y/Y) misses by $1.48M. Press Release Basic and diluted loss per American Depositary Share was -$0.29. For further details see: GDS Holdings EPS beats by $0.05, misses on revenue
SHANGHAI, China, Nov. 16, 2021 (GLOBE NEWSWIRE) -- GDS Holdings Limited (“GDS Holdings”, “GDS” or the “Company”) (NASDAQ: GDS; HKEX: 9698), a leading developer and operator of high-performance data centers in China, today announced its unaudited fin...
GDS Holdings (NASDAQ:GDS) is scheduled to announce Q3 earnings results on Tuesday, November 16th, before market open. The consensus EPS Estimate is -$0.12 and the consensus Revenue Estimate is $321.38M (+43.1% Y/Y). Over the last 1 year, GDS has beaten EPS estimates 50% of the time and h...
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SHANGHAI, China, May 08, 2023 (GLOBE NEWSWIRE) -- GDS Holdings Limited (“GDS Holdings”, “GDS” or the “Company”) (NASDAQ: GDS; HKEX: 9698), a leading developer and operator of high-performance data centers in China and South East Asia, today announced that...
SHANGHAI, China, April 04, 2023 (GLOBE NEWSWIRE) -- GDS Holdings Limited (“GDS Holdings”, “GDS” or the “Company”) (NASDAQ: GDS; HKEX: 9698), a leading developer and operator of high-performance data centers in China and South East Asia, today announced th...
SHANGHAI, China, March 05, 2023 (GLOBE NEWSWIRE) -- GDS Holdings Limited (“GDS Holdings”, “GDS” or the “Company”) (NASDAQ: GDS; HKEX: 9698), a leading developer and operator of high-performance data centers in China, today announced that it...