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GDS Holdings (ADS) put volume heavy and directionally bearish » 09:55
08/27/21
08/27
09:55
08/27/21
09:55
GDS

GDS Holdings

$51.59 /

-5.195 (-9.15%)

Bearish flow noted in GDS…

Bearish flow noted in GDS Holdings (ADS) with 5,349 puts trading, or 5x expected. Most active are Sep-21 45 puts and Sep-21 40 puts, with total volume in those strikes near 5,200 contracts. The Put/Call Ratio is 62.20, while ATM IV is up over 12 points on the day. Earnings are expected on November 16th.

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GDS GDS Holdings
$51.59 /

-5.195 (-9.15%)

GDS GDS Holdings
$51.59 /

-5.195 (-9.15%)

08/19/21 RBC Capital
GDS Holdings price target lowered to $100 from $122 at RBC Capital
07/23/21 Raymond James
GDS Holdings selloff a buying opportunity, says Raymond James
07/23/21 Morgan Stanley
Morgan Stanley downgrades GDS on 'unfavorable' power quota allocations
07/23/21 Morgan Stanley
GDS Holdings downgraded to Equal Weight from Overweight at Morgan Stanley
GDS GDS Holdings
$51.59 /

-5.195 (-9.15%)

  • 19
    Mar
GDS GDS Holdings
$51.59 /

-5.195 (-9.15%)

Options
GDS Holdings (ADS) put volume heavy and directionally bearish » 10:35
08/23/21
08/23
10:35
08/23/21
10:35
GDS

GDS Holdings

$50.86 /

+0.84 (+1.68%)

Bearish flow noted in GDS…

Bearish flow noted in GDS Holdings (ADS) with 3,480 puts trading, or 2x expected. Most active are Sep-21 45 puts and Oct-21 40 puts, with total volume in those strikes near 2,500 contracts. The Put/Call Ratio is 65.66, while ATM IV is up nearly 5 points on the day. Earnings are expected on November 16th.

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GDS GDS Holdings
$50.86 /

+0.84 (+1.68%)

GDS GDS Holdings
$50.86 /

+0.84 (+1.68%)

08/19/21 RBC Capital
GDS Holdings price target lowered to $100 from $122 at RBC Capital
07/23/21 Raymond James
GDS Holdings selloff a buying opportunity, says Raymond James
07/23/21 Morgan Stanley
Morgan Stanley downgrades GDS on 'unfavorable' power quota allocations
07/23/21 Morgan Stanley
GDS Holdings downgraded to Equal Weight from Overweight at Morgan Stanley
GDS GDS Holdings
$50.86 /

+0.84 (+1.68%)

  • 19
    Mar
GDS GDS Holdings
$50.86 /

+0.84 (+1.68%)

Over a month ago
Recommendations
GDS Holdings price target lowered to $100 from $122 at RBC Capital » 08:50
08/19/21
08/19
08:50
08/19/21
08:50
GDS

GDS Holdings

$52.31 /

-0.82 (-1.54%)

RBC Capital analyst…

RBC Capital analyst Jonathan Atkin lowered the firm's price target on GDS Holdings to $100 from $122 but keeps an Outperform rating on the shares. The company's Q2 revenues were in line with expectations while EBITDA was just ahead, and the management noted a "solid" demand environment, the analyst tells investors in a research note. Atkin remains positive on the stock but notes reduces his modeled EBITDA multiple to 15-times from 18-times to better reflect "country risk and macro uncertainty".

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GDS GDS Holdings
$52.31 /

-0.82 (-1.54%)

GDS GDS Holdings
$52.31 /

-0.82 (-1.54%)

07/23/21 Raymond James
GDS Holdings selloff a buying opportunity, says Raymond James
07/23/21 Morgan Stanley
Morgan Stanley downgrades GDS on 'unfavorable' power quota allocations
07/23/21 Morgan Stanley
GDS Holdings downgraded to Equal Weight from Overweight at Morgan Stanley
07/14/21 Cowen
Chinese government announcement positive for GDS Holdings, says Cowen
GDS GDS Holdings
$52.31 /

-0.82 (-1.54%)

  • 19
    Mar
GDS GDS Holdings
$52.31 /

-0.82 (-1.54%)

Options
GDS Holdings (ADS) put volume heavy and directionally bearish » 10:15
08/18/21
08/18
10:15
08/18/21
10:15
GDS

GDS Holdings

$51.51 /

-1.62 (-3.05%)

Bearish flow noted in GDS…

Bearish flow noted in GDS Holdings (ADS) with 2,845 puts trading, or 3x expected. Most active are Sep-21 45 puts and Sep-21 55 calls, with total volume in those strikes near 1,800 contracts. The Put/Call Ratio is 1.77, while ATM IV is up nearly 10 points on the day. Earnings are expected on November 16th.

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GDS GDS Holdings
$51.51 /

-1.62 (-3.05%)

GDS GDS Holdings
$51.51 /

-1.62 (-3.05%)

07/23/21 Raymond James
GDS Holdings selloff a buying opportunity, says Raymond James
07/23/21 Morgan Stanley
Morgan Stanley downgrades GDS on 'unfavorable' power quota allocations
07/23/21 Morgan Stanley
GDS Holdings downgraded to Equal Weight from Overweight at Morgan Stanley
07/14/21 Cowen
Chinese government announcement positive for GDS Holdings, says Cowen
GDS GDS Holdings
$51.51 /

-1.62 (-3.05%)

  • 19
    Mar
Earnings
GDS Holdings sees 2021 revenue RMB7.7B-RMB8B » 07:14
08/17/21
08/17
07:14
08/17/21
07:14
GDS

GDS Holdings

$55.83 /

-2.11 (-3.64%)

The Company confirms that…

The Company confirms that the previously provided guidance for total revenues of RMB7.7B - RMB8B million, adjusted EBITDA of RMB3.66B - RMB3.8B and capex of around RMB12B for the year of 2021 remain unchanged.

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GDS GDS Holdings
$55.83 /

-2.11 (-3.64%)

GDS GDS Holdings
$55.83 /

-2.11 (-3.64%)

07/23/21 Raymond James
GDS Holdings selloff a buying opportunity, says Raymond James
07/23/21 Morgan Stanley
Morgan Stanley downgrades GDS on 'unfavorable' power quota allocations
07/23/21 Morgan Stanley
GDS Holdings downgraded to Equal Weight from Overweight at Morgan Stanley
07/14/21 Cowen
Chinese government announcement positive for GDS Holdings, says Cowen
GDS GDS Holdings
$55.83 /

-2.11 (-3.64%)

  • 19
    Mar
Earnings
GDS Holdings reports Q2 EPS (RMB0.22) vs. (RMB0.10) last year » 07:13
08/17/21
08/17
07:13
08/17/21
07:13
GDS

GDS Holdings

$55.83 /

-2.11 (-3.64%)

Reports Q2 revenue…

Reports Q2 revenue RMB1.86B vs. RMB1.34B last year. "We are pleased to report another quarter of solid business performance," said Mr. William Huang, Chairman and Chief Executive Officer. "During the second quarter, we added net additional area committed of over 44,000 sqm, including over 25,000 sqm of organic sales, maintaining our run rate. We are delighted to win several first-time orders with new strategic hyperscale customers to further strengthen and diversify our customer base. On the resource side, we continued to scale up our supply by adding new capacity in Tier 1 markets which is always a key to success. Additionally, we took the first step in our regionalization plan to expand our platform to South East Asia, laying the groundwork for capturing incremental growth opportunities in one of the world's fastest developing digital regions."

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GDS GDS Holdings
$55.83 /

-2.11 (-3.64%)

GDS GDS Holdings
$55.83 /

-2.11 (-3.64%)

07/23/21 Raymond James
GDS Holdings selloff a buying opportunity, says Raymond James
07/23/21 Morgan Stanley
Morgan Stanley downgrades GDS on 'unfavorable' power quota allocations
07/23/21 Morgan Stanley
GDS Holdings downgraded to Equal Weight from Overweight at Morgan Stanley
07/14/21 Cowen
Chinese government announcement positive for GDS Holdings, says Cowen
  • 19
    Mar
Recommendations
GDS Holdings selloff a buying opportunity, says Raymond James » 12:32
07/23/21
07/23
12:32
07/23/21
12:32
GDS

GDS Holdings

$62.81 /

-9.53 (-13.17%)

GDS Holdings was down 17%…

GDS Holdings was down 17% in early morning trading due to a number of factors, including this morning's report that China regulators are attempting to convert the education industry to a not-for-profit model and the Shanghai government leaving GDS out of its most recent round of funding allocations, Raymond James analyst Frank Louthan tells investors in a research note. On the subject of the regulatory crackdown, the analyst does not believe shares of GDS should be included in today's selloff. Data demand and tutoring are two "completely unrelated industries," and conversations with management as well as the government's recently issued National Data Center Implementation Plan suggest China remains fully committed to data center expansion activities as critical infrastructure, says Louthan. He believes China regulators are targeting higher-priced services and keeps a Strong Buy rating on GDS Holdings. Today's move is an "overreaction and a buying opportunity," contends the analyst.

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GDS GDS Holdings
$62.81 /

-9.53 (-13.17%)

GDS GDS Holdings
$62.81 /

-9.53 (-13.17%)

07/23/21 Morgan Stanley
Morgan Stanley downgrades GDS on 'unfavorable' power quota allocations
07/23/21 Morgan Stanley
GDS Holdings downgraded to Equal Weight from Overweight at Morgan Stanley
07/14/21 Cowen
Chinese government announcement positive for GDS Holdings, says Cowen
07/07/21 Jefferies
21Vianet, GDS, ACM selloff on China concerns overdone, says Jefferies
  • 19
    Mar
Downgrade
Morgan Stanley downgrades GDS on 'unfavorable' power quota allocations » 09:42
07/23/21
07/23
09:42
07/23/21
09:42
GDS

GDS Holdings

$72.34 /

+ (+0.00%)

Morgan Stanley analyst…

Morgan Stanley analyst Yang Liu downgraded GDS Holdings to Equal Weight from Overweight with a price target of $80, down from $90. The analyst is concerned about the "unfavorable" power quota allocations in Shanghai. Although losing a 3,000 cabinets quota does not sound notable for GDS, emerging new players like GLP and Hotwon received quotas, which is concerning, Liu tells investors in a research note. The analyst questions whether GDS's "industry-leading" scale and track record can translate into sustainable advantages in acquiring scarce resources in front of regulators.

ShowHide Related Items >><<
GDS GDS Holdings
$72.34 /

+ (+0.00%)

GDS GDS Holdings
$72.34 /

+ (+0.00%)

07/23/21 Morgan Stanley
GDS Holdings downgraded to Equal Weight from Overweight at Morgan Stanley
07/14/21 Cowen
Chinese government announcement positive for GDS Holdings, says Cowen
07/07/21 Jefferies
21Vianet, GDS, ACM selloff on China concerns overdone, says Jefferies
05/21/21 Macquarie
GDS Holdings price target lowered to $115 from $122 at Macquarie
  • 19
    Mar
Downgrade
GDS Holdings downgraded to Equal Weight from Overweight at Morgan Stanley » 09:26
07/23/21
07/23
09:26
07/23/21
09:26
GDS

GDS Holdings

$72.34 /

-1.7 (-2.30%)

Morgan Stanley analyst…

Morgan Stanley analyst Yang Liu downgraded GDS Holdings to Equal Weight from Overweight with an $80 price target.

ShowHide Related Items >><<
GDS GDS Holdings
$72.34 /

-1.7 (-2.30%)

GDS GDS Holdings
$72.34 /

-1.7 (-2.30%)

07/14/21 Cowen
Chinese government announcement positive for GDS Holdings, says Cowen
07/07/21 Jefferies
21Vianet, GDS, ACM selloff on China concerns overdone, says Jefferies
05/21/21 Macquarie
GDS Holdings price target lowered to $115 from $122 at Macquarie
03/15/21 RBC Capital
GDS Holdings price target raised to $122 from $112 at RBC Capital
  • 19
    Mar
Hot Stocks
GDS Holdings plans to develop hyperscale data center campus in Malaysia » 07:12
07/15/21
07/15
07:12
07/15/21
07:12
GDS

GDS Holdings

$72.67 /

-1.22 (-1.65%)

GDS Holdings announced…

GDS Holdings announced the first step in the expansion of its platform to South East Asia with plans to develop a hyperscale data center campus in Johor, Malaysia. The Company has entered into a definitive agreement to acquire greenfield land in the Nusajaya Tech Park, Johor, immediately adjacent to Singapore. According to the initial design, the Company intends to develop the site into a data center campus comprising a total net floor area of approximately 22,500 sqm, with 54 MW of total IT power capacity. The first phase of the development, with an IT power capacity of 18 MW, is expected to be completed in early 2024. The Nusajaya site is ideally located to meet regional demand due to its close proximity both to the fast-growing city of Johor Bahru, as well as to the established data center hub in Singapore. Given the limited supply of new data center capacity in the area, it will be highly marketable to hyperscale customers, in particular to GDS's existing Chinese customers seeking to expand their presence in Malaysia and Singapore.

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GDS GDS Holdings
$72.67 /

-1.22 (-1.65%)

GDS GDS Holdings
$72.67 /

-1.22 (-1.65%)

07/14/21 Cowen
Chinese government announcement positive for GDS Holdings, says Cowen
07/07/21 Jefferies
21Vianet, GDS, ACM selloff on China concerns overdone, says Jefferies
05/21/21 Macquarie
GDS Holdings price target lowered to $115 from $122 at Macquarie
03/15/21 RBC Capital
GDS Holdings price target raised to $122 from $112 at RBC Capital
  • 19
    Mar

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