Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Equity Capital Markets

GDS Holdings (ADR) / Equity Capital Markets

<p>GDS Holding, a leading data center provider in China, filed in NASDAQ to raise $230m to fund its data center expansion. While little information about the industry dynamics is mentioned in its prospectus, we spend time to understand the picture better. In this insight, we will look at:</p><ul><li>The data center industry in China and my concern in the coming years.</li><li>GDS' financials and valuation against peers.</li><li>Last but not the least, how it scores in our Smartkarma ECM framework.</li></ul>

GDS Holding, a leading data center provider in China, filed in NASDAQ to raise $230m to fund its data center expansion. While little information about the industry dynamics is mentioned in its prospectus, we spend time to understand the picture better. In this insight, we will look at:The data center industry in China and my concern in the coming years.GDS' financials and valuation against peers.Last but not the least, how it scores in our Smartkarma ECM framework.

GDS Holdings IPO: High Market Share Mirage?

China

GDS Holdings Limited operates as a holding company. The Company, through its subsidiaries, develops and operates data centers. GDS Holdings offers risk and security management, information technology planing, remote monitoring, cloud hosting, virtualization, disaster recovery, and remote data protection services.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

GDS Holdings IPO: High Market Share Mirage?

GDS Holding, a leading data center provider in China, filed in NASDAQ to raise $230m to fund its data center expansion. While little information...

Ke Yan, CFA, FRM