Equity Research Report: GDS Holdings

Publication ID:

EQO1020002

Publication Date:

October 28, 2020

Pages:

Publisher:

EqualOcean

Countries:

China [1]

USD 500.00

Banking & Finance [2]

Financial Services [3]

Description:

In this report, explains how rocketing demand for data storage services and high capital cost entry barriers will protect GDS' dominant position in China, amid the intensifying market competition.

Highlights
- The company is facing sheer industry tailwinds 鈥� the countrywide 5G rollout, cloud adoption and broad digitalization processes in China; combined, these factors will result in tremendous demand for data storage.
- We expect GDS to further improve its cost structure, driving the margins up.
- China's attempts to develop REIT-related regulations will be beneficial for the entire data center industry.
- is bullish on most Chinese data center stocks. Here, we initiate coverage of GDS, allocating a market weight rating.

Table Of Contents:

1 Business overview
2 Growth drivers
3 Risks and perils
4 Valuation

List of Tables
13 charts dissect the company's fundamentals comprehensively
20 charts demonstrate GDS's growth momentum

List of Figures

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Unless a Enterprise License is purchased, a Site User License must be purchased for every corporate location by an organization that wishes to use the publication within the same organization.
Customers who infringe these license terms are liable for a Global license fee.

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