Movement Alert｜GDS Holdings Intraday Decline 3.1% in Regular Trading, Q1 Earnings Quality Dispute and Massive Capex Plan Continue to Weigh on Stock

Market Focus06-03

On June 3, GDS Holdings-SW fell 3.1% in regular trading, trading at HK$34.96/share, with trading volume of HK$57.69 million. The stock resumed its downward pressure after a multi-day rebound supported by major investment banks maintaining buy ratings.

On the news front, 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 the total. Excluding this non-recurring item, core business revenue growth decelerated to single digits, fueling ongoing market skepticism regarding earnings quality. Simultaneously, management reiterated a massive three-year capex plan of RMB 30-50 billion, while operating cash flow contracted, intensifying concerns over near-term financial pressure and suppressing valuation recovery momentum.

Within the Internet Services and Infrastructure sector, the broader sector showed weakness. Among peers, Kingsoft Cloud fell 4.85%, SUNeVision fell 3.59%, Crypto Flow fell 3.88%, Nexion Tech fell 5.13%, and Byte Meta was flat.

(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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