Movement Alert｜GDS Holdings Falls 5.37% in Regular Trading, Profit Quality Dispute and Chip Supply Constraints Weigh on Valuation

Market Focus06-26 09:51

On June 26, GDS Holdings (09698.HK) fell 5.37% in regular trading, trading at HKD 28.02/share, with turnover of HKD 79.63 million, extending its recent streak of consecutive declines.

On the news front, the company's Q1 net profit of RMB 2.652 billion was predominantly driven by a one-time investment gain from the disposal of DayOne equity, accounting for over 80% of total earnings. Excluding non-recurring items, core business revenue growth decelerated to single digits, fueling ongoing profit quality concerns. Goldman Sachs previously cut its target price to HKD 47, noting that domestic chip supply restrictions have caused actual capacity expansion and customer move-in progress to lag expectations, which is expected to weigh on near-term revenue and adjusted EBITDA performance.

Within the Internet Services and Infrastructure sector, the overall sector remained under pressure. Kingsoft Cloud declined 4.65% on the same day, while Sunevision fell 2.92%, reflecting broad-based weakness among data center and cloud peers.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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