On March 10, 2025, GDS Holdings Limited, a major developer and operator of data centers in China, announced it has finalized agreements to sell a 70% stake in some of its data centers, valuing the deal at about 13 times the EBITDA. This unique transaction involves selling a complete equity interest in specific data center project companies to a private REIT, which includes issuing an Asset Backed Security (ABS). The ABS is primarily funded by top institutional investors in China, with GDS holding a 30% stake and maintaining operational rights for the data centers, and it will be listed on the Shanghai Stock Exchange.
We just released an article called "These 10 Stocks Defied Tuesday’s Bloodbath." In this piece, we will examine how GDS Holdings Limited (NASDAQ:GDS) compares to other stocks. On Tuesday, the stock market dropped even more as trade tensions between the US and its biggest trading partners escalated.
SHANGHAI, China, March 05, 2025 (GLOBE NEWSWIRE) -- GDS Holdings Limited (“GDS Holdings”, “GDS” or the “Company”) (NASDAQ: GDS; HKEX: 9698), a top developer and operator of high-performance data centers in China, has announced that it will release its unaudited financial results for the fourth quarter and full year of 2024 on March 19, 2025, after the Hong Kong market closes and before the U.S. market opens.
GDS Holdings' stock has risen because of positive feelings about China's AI industry, influenced by DeepSeek's affordable AI model and the collaboration between Alibaba and Apple. We are changing our rating for GDS from Sell to Hold, as we see a more balanced risk-reward situation and want to see more proof of stable domestic demand. The AI solutions from DeepSeek and the growing investment in data centers by big companies like Alibaba and Tencent could greatly help GDS.
We have just released a list of 10 companies that are performing well despite the market downturn. In this article, we will examine how GDS Holdings Limited (NASDAQ:GDS) compares to these standout firms. On Thursday, negative feelings continued in the stock market as investors chose to sell their shares.
Chinese tech stocks remained strong even as the Nasdaq Composite, which focuses on technology, dipped a bit. Chinese authorities have indicated their willingness to support this sector, which is becoming vital for the struggling economy. In the last half-hour of trading, Alibaba's shares increased by 1.7%.
GDS Holdings (GDS 4.62%) has not announced the date for its next quarterly earnings report. However, in the last few days, multiple analysts have shared positive updates about the Chinese data center company, expecting good results from the upcoming release.
Following reports of a possible initial public offering (IPO) for an important business unit, investors rushed to buy shares of GDS Holdings (NASDAQ: GDS) on Tuesday. Late on Monday, Bloomberg revealed that GDS is considering a U.S. IPO for DayOne. This unit, formerly called GDS International, includes the company's activities outside of China.
When news came out about a possible initial public offering (IPO) for an important part of the business, investors quickly bought shares in GDS Holdings (GDS 17.23%) on Tuesday. This surge led to a more than 17% increase in the stock price of the Chinese data center company, significantly outperforming the slight rise of the S&P 500 (^GSPC 0.03%).
The stock of GDS Holdings (GDS 7.20%) saw a big increase on Monday, mainly due to an analyst raising their price target for the company. The stock went up by over 7%, which is much higher than the 0.6% gain of the S&P 500 index.