Movement Alert｜GDS Holdings Falls 5.42% in Regular Trading, Earnings Quality Dispute and Capacity Expansion Shortfall Continue to Weigh

Market Focus06-19

On June 19, GDS Holdings fell 5.42% in regular trading, trading at $31.175/share, with turnover of $76.80 million, extending its recent downward trend.

On the news front, multiple headwinds continue to pressure the stock. The company's Q1 net profit of RMB 2.652 billion was largely driven by a one-time investment gain of RMB 2.136 billion from DayOne equity operations, accounting for over 80% of total profits. Excluding this, core business revenue growth decelerated to single digits, fueling ongoing profit quality concerns. Meanwhile, management reiterated a massive three-year capital expenditure plan of RMB 30-50 billion, against a backdrop of total liabilities of RMB 51.693 billion and shrinking operating cash flow. Nomura recently cut its target price from $60.40 to $48.40 while maintaining a buy rating. Goldman Sachs also lowered its target to HK$47, citing domestic chip supply constraints and slower-than-expected capacity expansion and customer move-in progress weighing on near-term revenue and EBITDA.

(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.)

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