Raymond James analyst Frank Louthan reiterated his Strong Buy rating on GDS Holdings following the Q2 report saying the company remains well positioned to capture growing demand for data center services from the Chinese market. Louthan expects GDS to also benefit from global demand as foreign cloud and IT companies seek to gain access to Chinese markets. Regarding the Blue Orca short report, the analyst thinks management's response was adequate as they aggressively pushed back on the report's points including full explanations of prior facility purchases, how capital is used, and how individual projects are financed.