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Has GDS Holdings (GDS) Outpaced Other Business Services Stocks This Year?
ZACKS· 2024-12-24 23:41
Investors interested in Business Services stocks should always be looking to find the best-performing companies in the group. Has GDS Holdings (GDS) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Business Services sector should help us answer this question.GDS Holdings is one of 305 companies in the Business Services group. The Business Services group currently sits at #4 within the Zacks Sector Rank. The Zacks Sector Rank gauges ...
Are Business Services Stocks Lagging GDS Holdings (GDS) This Year?
ZACKS· 2024-11-26 23:40
Investors interested in Business Services stocks should always be looking to find the best-performing companies in the group. GDS Holdings (GDS) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Business Services peers, we might be able to answer that question.GDS Holdings is one of 303 companies in the Business Services group. The Business Ser ...
GDS Holdings: From AI Darling To Cash-Burning Nomad
Seeking Alpha· 2024-11-21 07:03
公司财报相关 - GDS Holdings Limited (NASDAQ: GDS)公布2024年第三季度营收和每股收益基本符合预期 [1] 公司面临问题 - 公司面临利润率压力增大、人工智能影响时机存疑、国际增长资本支出增加等问题 [1] 研究机构相关 - Astrada Advisors提供可操作的建议以提高投资组合绩效并发现超额收益机会在全球领先投资银行的投资研究方面有良好记录 [1] - Astrada Advisors擅长识别高潜力投资并应对复杂行业其研究专长涵盖北美和亚洲的技术、媒体、互联网和消费领域 [1] - Astrada Advisors凭借广泛的本地和全球经验对市场发展、监管变化和新兴风险有独特视角其研究将严格的基本面分析与数据驱动的见解相结合提供对关键趋势、增长驱动因素和竞争格局的细致理解重点是为投资者提供及时的研究和对行业动态的全面看法 [1]
Why GDS Holdings Stock Plummeted 16% Today
The Motley Fool· 2024-11-20 07:06
News of higher capital expenditures than previously expected put the hurt on GDS Holdings (GDS -16.22%) stock on Tuesday. The Chinese data center specialist reported third-quarter earnings that beat on the bottom line, but investors were clearly more concerned with those looming expenses. The company's shares closed the day 16% down in value, in contrast to the S&P 500 index's 0.4% gain.A mixed third frameFor the quarter, GDS managed to lift its revenue nearly 18% higher year over year to 2.97 billion yuan ...
GDS Holdings (GDS) Reports Q3 Loss, Tops Revenue Estimates
ZACKS· 2024-11-19 22:10
GDS Holdings (GDS) came out with a quarterly loss of $0.16 per share versus the Zacks Consensus Estimate of a loss of $0.21. This compares to loss of $0.32 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 23.81%. A quarter ago, it was expected that this company would post a loss of $0.25 per share when it actually produced a loss of $0.18, delivering a surprise of 28%.Over the last four quarters, the company has surpassed conse ...
GDS(GDS) - 2024 Q3 - Earnings Call Presentation
2024-11-19 21:26
| --- | --- | |------------------------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | 3Q24 Earnings Call | | | 19 November 2024 | | | NASDAQ: GDS HKEX: 9698 | | DISCLAIMER © GDS 2016 1 This presentation contains forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and as defined in the U.S. Private Securities Litigation Reform Act of 1995. These forward -looking statements can be identified by terminology such as "may," "will," "expect ...
GDS(GDS) - 2024 Q3 - Quarterly Report
2024-11-19 20:25
Exhibit 99.1 GDS Reports Third Quarter 2024 Results 1 GDS Holdings Limited Reports Third Quarter 2024 Results Shanghai, China, Nov 19, 2024 – GDS Holdings Limited ("GDS Holdings", "GDS" or the "Company") (NASDAQ: GDS; HKEX: 9698), a leading developer and operator of high-performance data centers in China and South East Asia, today announced its unaudited financial results for the third quarter ended September 30, 2024. Third Quarter 2024 Financial Highlights · Net revenue increased by 17.7% year-over-year ( ...
GDS Holdings Limited Reports Third Quarter 2024 Results
GlobeNewswire News Room· 2024-11-19 20:00
财务亮点 - 2024年第三季度净营收为29.657亿元(4.226亿美元)同比增长17.7% [2] - 2024年第三季度净亏损为2.311亿元(3290万美元)2023年第三季度净亏损为4.208亿元[2] - 2024年第三季度调整后EBITDA(非GAAP)为12.957亿元(1.846亿美元)同比增长15.0% [2] - 2024年第三季度调整后EBITDA利润率(非GAAP)为43.7%2023年第三季度为44.7% [2] 运营亮点 - 截至2024年9月30日总承诺和预承诺面积同比增长20.2%至785692平方米 [3] - 截至2024年9月30日服务面积同比增长16.8%至647468平方米 [3] - 截至2024年9月30日服务面积承诺率为92.7%2023年9月30日为91.9% [3] - 截至2024年9月30日在建面积为234741平方米 [3] - 截至2024年9月30日在建面积预承诺率为79.2%2023年9月30日为76.1% [3] - 截至2024年9月30日利用面积同比增长20.9%至481819平方米 [3] - 截至2024年9月30日服务面积利用率为74.4%2023年9月30日为71.9% [3] 财务结果 - 2024年第三季度中国净营收为26.196亿元(3.733亿美元)同比增长6.1% [5] - 2024年第三季度国际净营收为3.632亿元(5180万美元)同比增长636.3% [5] - 2024年第三季度营收成本为23.088亿元(3.29亿美元)同比增长11.5% [5] - 2024年第三季度毛利润为6.569亿元(9360万美元)同比增长46.8% [5] - 2024年第三季度毛利润率为22.2%2023年同期为17.8% [5] - 2024年第三季度调整后毛利润(非GAAP)为15.023亿元(2.141亿美元)同比增长20.4% [5] - 2024年第三季度调整后毛利润率(非GAAP)为50.7%2023年同期为49.5% [5] - 2024年第三季度销售和营销费用(不含730万元(100万美元)的股份补偿费用)为2770万元(390万美元)同比增长5.4% [5] - 2024年第三季度一般和管理费用(不含3100万元(440万美元)的股份补偿费用9860万元(1400万美元)的折旧和摊销费用以及1610万元(230万美元)的预付土地使用权相关的经营租赁成本)为1.474亿元(2100万美元)同比增长32.4% [5] - 2024年第三季度研发成本为860万元(120万美元)2023年同期为1050万元 [6] - 2024年第三季度净利息支出为5.35亿元(7620万美元)同比增长6.3% [7] - 2024年第三季度外汇汇兑损失为3250万元(460万美元)2023年同期为收益90万元 [7] - 2024年第三季度其他净收入为610万元(90万美元)2023年同期为2170万元 [7] - 2024年第三季度所得税收益为1000万元(140万美元)2023年同期为所得税费用2090万元 [7] - 2024年第三季度净亏损为2.311亿元(3290万美元)2023年同期为净亏损4.208亿元 [7] - 2024年第三季度调整后EBITDA(非GAAP)为12.957亿元(1.846亿美元)同比增长15.0% [7] - 2024年第三季度中国调整后EBITDA为12.049亿元(1.717亿美元)同比增长3.6% [7] - 2024年第三季度国际调整后EBITDA为9700万元(1380万美元)2023年同期为 - 3650万元 [7] - 2024年第三季度调整后EBITDA利润率(非GAAP)为43.7%2023年同期为44.7% [7] - 2024年第三季度基本和稀释后每股普通股亏损为0.14元(0.02美元)2023年同期为0.30元 [7] - 2024年第三季度基本和稀释后美国存托股(ADS)每股亏损为1.12元(0.16美元)2023年同期为2.37元 [8] 流动性 - 截至2024年9月30日现金为94.085亿元(13.407亿美元) [8] - 截至2024年9月30日GDSH现金为77.579亿元(11.055亿美元) [8] - 截至2024年9月30日GDSI现金为16.506亿元(2.352亿美元) [8] - 截至2024年9月30日短期债务为66.38亿元(9.459亿美元) [8] - 截至2024年9月30日长期债务为426.48亿元(60.773亿美元) [8] - 截至2024年9月30日GDSH总债务为433.616亿元(61.79亿美元) [8] - 截至2024年9月30日GDSI总债务为59.244亿元(8.442亿美元) [8] - 2024年第三季度公司获得新的债务融资和再融资3.8亿元(5420万美元)均为GDSH [8] 中国区运营结果 - 截至2024年第三季度末总承诺和预承诺面积为626783平方米同比增长2.9%环比增长2.1% [8] - 2024年第三季度中国总承诺面积毛增加20913平方米净增加12689平方米 [8] - 截至2024年第三季度末服务面积为595606平方米同比增长10.2%环比增长2.7% [9] - 2024年第三季度中国服务面积净增加15441平方米 [9] - 截至2024年第三季度末在建面积为120422平方米同比下降19.8%环比增长2.2% [9] - 2024年第三季度在中国廊坊启动现有数据中心的额外阶段建设 [9] - 截至2024年第三季度末服务面积承诺率为92.1% [9] - 截至2024年第三季度末在建面积预承诺率为65.1% [9] - 截至2024年第三季度末利用面积为438654平方米同比增长11.6%环比增长4.4% [10] - 2024年第三季度中国利用面积毛增加25942平方米净增加18678平方米 [10] - 截至2024年第三季度末服务面积利用率为73.6% [10] 国际区运营结果 - 截至2024年第三季度末总承诺和预承诺面积为158910平方米同比增长256.4%环比增长11.2% [11] - 2024年第三季度国际总承诺面积净增加16011平方米 [11] - 截至2024年第三季度末服务面积为51862平方米同比增长281.2%环比增长2.1% [12] - 2024年第三季度国际服务面积净增加1064平方米 [12] - 截至2024年第三季度末在建面积为114319平方米同比增长189.6%环比增长5.4% [12] - 2024年第三季度在印度尼西亚巴淡岛启动两个新数据中心建设 [12] - 截至2024年第三季度末服务面积承诺率为99.3% [12] - 截至2024年第三季度末在建面积预承诺率为93.9% [12] - 截至2024年第三季度末利用面积为43165平方米同比增长692.1%环比增长1.1% [13] - 2024年第三季度国际利用面积净增加467平方米 [13] - 截至2024年第三季度末服务面积利用率为83.2% [13] 近期发展 - 2024年10月29日公司国际子公司GDSI与机构私募股权投资者达成协议认购10亿美元的B系列可转换优先股 [14] - 交易完成后GDSH将持有GDSI约37.6%的股权 [15] 业务展望 - 公司确认2024年全年总营收指引为113.4 - 117.6亿元调整后EBITDA为49.5 - 51.5亿元保持不变 [16] - 公司将资本支出指引从65亿元(中国25亿元国际40亿元)修订为110亿元(中国30亿元国际80亿元) [16]
GDS Holdings (GDS) Expected to Beat Earnings Estimates: Should You Buy?
ZACKS· 2024-11-13 00:00
Wall Street expects a year-over-year increase in earnings on higher revenues when GDS Holdings (GDS) reports results for the quarter ended September 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on November 19, 2024, might help the stock move higher if these key numbers are better tha ...
The Rosen Law Firm, P.A. Announces that this is a Reminder of a Proposed Class Action Settlement on Behalf of Purchasers of GDS Holdings Limited Publicly-Traded American Depositary Shares - GDS
GlobeNewswire News Room· 2024-11-11 22:00
LOS ANGELES, Nov. 11, 2024 (GLOBE NEWSWIRE) -- The Rosen Law Firm, P.A. announces that the United States District Court for the Central District of California has approved the following announcement of a proposed class action settlement that would benefit purchasers of GDS Holdings Limited publicly-traded American Depositary Shares (NASDAQ: GDS): UNITED STATES DISTRICT COURTCENTRAL DISTRICT OF CALIFORNIA LARRY BERGMANN, Individually and on behalf of all others similarly situated, Case No. 2:23-cv-04900-J ...