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GDS(GDS) - 2024 Q2 - Quarterly Report
2024-08-21 20:25
Exhibit 99.1 Hong Kong Exchanges and Clearing Limited, The Stock Exchange of Hong Kong Limited (the "Hong Kong Stock Exchange") and Hong Kong Securities Clearing Company Limited take no responsibility for the contents of this announcement, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this announcement. GDS Holdings Limited** (the "Company") is controll ...
GDS(GDS) - 2024 Q2 - Earnings Call Presentation
2024-08-21 20:07
业绩总结 - 公司2Q24总收入同比增长17.7%,达到2826.4百万元[5] - 公司2Q24调整后的EBITDA同比增长14.9%,达到1312.2百万元[5] - 公司2Q24总净收入为2,826,369千人民币,同比增长17.7%,环比增长7.6%[27] - 公司2Q24调整后的毛利为1,451,457千人民币,同比增长16.2%,环比增长6.1%[27] - 公司2Q24调整后的EBITDA为1,312,194千人民币,同比增长14.9%,环比增长10.9%[27] 用户数据 - 公司新客户承诺的总面积增加了18.7%,达到756,992平方米[5] - 公司新客户承诺的总面积增加了93,321平方米(224兆瓦)[5] - 公司总使用面积达到462,673平方米,同比增长20.9%[5] - 公司GDS 2Q24在服务中的面积为630963平方米,较上季度增加4754平方米[54] - 公司GDS 2Q24在建面积为226272平方米,较上季度增加53735平方米[54] 未来展望 - 公司GDS预计FY24总收入将达到11340-11760百万人民币,同比增长13.9%-18.1%[44] - 公司GDS预计FY24调整后EBITDA将达到4950-5150百万人民币,同比增长7.0%-11.4%[44] 新产品和新技术研发 - 公司MSR (2Q24)为每平方米约135美元[35] 市场扩张和并购 - 公司中国市场数据中心总容量为69.8万平方米,其中租赁占比为49.5%、自有占比为41.1%、BOT占比为8.5%、第三方占比为0.9%[61] - 公司国际市场数据中心总容量为159.2万平方米,其中自有占比为99.4%、第三方占比为0.6%[62] 负面信息 - 公司GDSH 2Q24净债务为35419.0百万人民币,较上季度增加469.5百万人民币[40] - 公司GDSI 2Q24净债务为3339.3百万人民币,较上季度减少2169.3百万人民币[42]
GDS Holdings Limited Reports Second Quarter 2024 Results
GlobeNewswire News Room· 2024-08-21 19:00
SHANGHAI, China, Aug. 21, 2024 (GLOBE NEWSWIRE) -- 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 second quarter ended June 30, 2024. Second Quarter 2024 Financial Highlights Net revenue increased by 14.3% year-over-year (“Y-o-Y”) to RMB2,826.4 million (US$388.9 million) in the second quarter of 2024 (2Q2023: RMB2,47 ...
Why GDS Holdings Stock Zoomed 10% Higher on Monday
The Motley Fool· 2024-08-21 03:39
The company received a bullish pre-earnings lift from a pundit.A significant price-target raise from an analyst led to significant gains for GDS Holdings' (GDS -4.30%) U.S. listed stock on Monday. The Chinese data center company saw its American depositary shares (ADS) rise by an even 10% on the day as a result. That percentage was nearly 10 times the gain of the S&P 500 index, which closed just short of 1% higher.A massive liftWell before market open that day, Jefferies prognosticator Edison Lee made quite ...
Analysts Estimate GDS Holdings (GDS) to Report a Decline in Earnings: What to Look Out for
ZACKS· 2024-08-14 23:00
The market expects GDS Holdings (GDS) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on August 21, 2024, might help the stock move higher if these key numbers are be ...
3 Data Center Stocks Poised to Grow 10X as AI Demand Surges
Investor Place· 2024-08-07 19:15
文章核心观点 - 人工智能(AI)正在迅速扩展到各个行业,但并非所有公司都能立即从中获益[1][2] - 数据中心股票正在经历强劲需求,这可能大幅提升利润,因为科技巨头持续投入数十亿美元扩展AI能力[1][2] - 根据高盛预测,未来3年数据中心行业的复合年增长率将达到24%,是所有资本货物市场中增长最快的[3] - 随着AI需求激增,3家数据中心股票公司凭借专注于销售增长而处于有利地位[4] 分组1: GDS Holdings - 香港公司GDS Holdings在中国和东南亚开发和运营数据中心,正积极拓展国际版图,增长潜力高于国内市场[6] - 公司基础设施产能快速扩张,客户承诺和预承诺的总面积同比增长5.4%,在服务面积同比增长12.5%[6] - 尽管销售额同比增长9.1%,客户承诺增加,但公司尚未实现盈利,正大量投资建设新设施以满足需求[7] - 公司估值相对潜力较低,市值仅为82.15亿美元,远低于企业价值809亿美元,分析师普遍看好,给予45%的上涨空间[8] 分组2: Vertiv - Vertiv公司提供关键数字基础设施解决方案,满足不断增长的数据中心需求,包括关键的电源管理和制冷系统[9] - 公司在AI和高性能计算等领域的战略投资预计将推动长期需求,数据中心支出大幅增加以支持更多数字服务[10] - Vertiv最近第二季度业绩表现出色,每股收益同比增长114.1%,收入同比增长12.6%,并上调全年指引[11] - 公司订单量大幅增加,主要来自AI部署,分析师预计其股价有55%的上涨空间[12] 分组3: Silicon Motion - Silicon Motion公司制造固态存储驱动器,是数据中心等应用的关键组件,预计今年销售增长25-30%[14] - 公司最近第二季度收入环比增长15%,显示NAND闪存控制器和SSD解决方案需求强劲[14][15] - 公司预计2024年全年收入将达8-8.3亿美元,同比增长25-30%,但短期内可能略有延迟[15] - 公司股票估值相对较低,市盈率仅26.6倍,分析师普遍看好,给予58%的上涨空间[16]
GDS Announces Results of Annual General Meeting of Shareholders
Newsfilter· 2024-06-27 19:20
SHANGHAI, China, June 27, 2024 (GLOBE NEWSWIRE) -- 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 that it held its Annual General Meeting of Shareholders ("2024 AGM") on June 27, 2024. Each of the resolutions submitted to the shareholders for approval at the 2024 AGM has been approved. Specifically, the shareholders of the Company passed ordinary resoluti ...
GDS Announces Results of Annual General Meeting of Shareholders
GlobeNewswire News Room· 2024-06-27 19:20
SHANGHAI, China, June 27, 2024 (GLOBE NEWSWIRE) -- 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 that it held its Annual General Meeting of Shareholders (“2024 AGM”) on June 27, 2024. Each of the resolutions submitted to the shareholders for approval at the 2024 AGM has been approved. Specifically, the shareholders of the Company passed ordinary resolutio ...
GDS to Hold Annual General Meeting on June 27, 2024
Newsfilter· 2024-06-03 20:30
SHANGHAI, June 03, 2024 (GLOBE NEWSWIRE) -- 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 that it will hold its 2024 Annual General Meeting of Shareholders (the "AGM") at Garden Suite, Mandarin Oriental, Singapore, 5 Raffles Avenue, Singapore at 4:00 p.m. (China Standard Time) on June 27, 2024 (which is 4:00 a.m. (Eastern Daylight Time) on June 27, 2024) ...
GDS to Hold Annual General Meeting on June 27, 2024
GlobeNewswire News Room· 2024-06-03 20:30
SHANGHAI, June 03, 2024 (GLOBE NEWSWIRE) -- 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 that it will hold its 2024 Annual General Meeting of Shareholders (the “AGM”) at Garden Suite, Mandarin Oriental, Singapore, 5 Raffles Avenue, Singapore at 4:00 p.m. (China Standard Time) on June 27, 2024 (which is 4:00 a.m. (Eastern Daylight Time) on June 27, 2024). ...