GDS-SW (9698.HK): A leading domestic IDC enterprise with rapidly growing overseas Business.
The company's revenue has returned to double-digit growth, with total service capacity reaching 0.88 million square meters. In 2023, the company's revenue grew by 6.8% year-on-year, approximately 9.957 billion yuan; the adjusted EBITDA increased by 8.8% year-on-year.
Express News | Zhejiang Narada Power Source has once again won the bid for GDS Holdings' 1.2GW datacenter project.
Shares of US-listed Chinese Stocks Are Trading Higher Amid China's Efforts to Get Insurers to Invest in Stocks and Support Markets.
Customers Bancorp, Twilio, Dana And Other Big Stocks Moving Higher On Friday
Bernstein Maintains GDS Holdings(GDS.US) With Buy Rating, Raises Target Price to $30
GDS Holdings Poised for Growth: Buy Rating Supported by AI Policy Shifts and Market Potential
Hong Kong stocks fluctuate | GDS-SW (09698) rose over 7% during the trading session. The construction of data infrastructure is expected to accelerate, with the company's presence in both domestic and international markets.
GDS-SW (09698) surged over 7% during trading, and as of this writing, it has increased by 6.09%, reaching 20.9 Hong Kong dollars, with a trading volume of 53.9799 million Hong Kong dollars.
GTJA: In Q4 2024, the allocation ratio of actively managed Funds to Hong Kong stocks reached a record high, with significant increases for leading Technology companies.
GTJA released a Research Report stating that in Q4 2024, actively managed Funds will reduce their holdings significantly, with an increase in allocation to Technology stocks and a narrowing of dividends towards Banks.
GDS Holdings Gain After Winning REIT Approval
UBS Initiates GDS Holdings(GDS.US) With Buy Rating, Announces Target Price $28.3
GDS Holdings Limited's (NASDAQ:GDS) Institutional Investors Lost 6.9% Last Week but Have Benefitted From Longer-term Gains
Express News | Morgan Stanley: Upgrades CHINA TOWER rating to 'Shareholding' as growth prospects are more resilient.
Guosen: The AIDC cycle has arrived, and various manufacturers are competing for market share.
AI is rapidly developing, and IDC has entered a new round of development cycle.
U.S. stocks are reacting; Interstellar Fashion has plummeted over 80%, making it the largest drop among Chinese concept stocks.
On January 23, according to Gelonghui, the five Chinese concept stocks that closed with the largest declines were: Xingji Fashion down 80.46%, Jinxin Technology down 25.23%, U Power down 13.56%, Meiwu Technology down 13.18%, and GDS Holdings down 12.84%. (Gelonghui)
Morgan Stanley: Among the three major telecom operators, CHINA TELECOM is the preferred one, and the rating for CHINA TOWER has been upgraded to "Shareholding".
Morgan Stanley released a research report stating that it remains bullish on mainland telecommunications operators maintaining dividends, while also expecting the Industry to benefit from reduced capital expenditures after the 5G cycle, as well as potential improvements in working capital conditions. Relative to telecommunications operators, Morgan Stanley is more optimistic about the development of Datacenter and tower companies in the Chinese market. The current preference ranking for the three major telecommunications companies by Morgan Stanley is CHINA TELECOM (00728), China United Network Communications (00762), and CHINA MOBILE (00941), all assigned a 'Shareholding' rating. The bank predicts that the service revenue growth rate for the mainland telecommunications industry will slightly rebound to 3.2% this year, compared to 2.7% in 2024, but still...
Morgan Stanley's investment ratings and Target Prices for Chinese and Hong Kong telecommunications stocks (table).
Morgan Stanley issued a research report, listing the investment ratings and Target Prices for Chinese and Hong Kong telecommunications stocks as follows: Stock | Investment Rating | Target Price GDS Holdings (GDS.US) | Shareholding | $30 21Vianet (VNET.US) | Shareholding | $7.4 SUNEVISION (01686.HK) | Shareholding | HK$4.9 CHINA TOWER (00788.HK) | Shareholding | HK$1.3 CHINA TELECOM (00728.HK) | Shareholding | HK$5.5 China United Network Communications (00762.HK) | Shareholding | HK$8
Morgan Stanley upgraded CHINA TOWER (00788.HK) to "Shareholding", making it the top choice in the mainland telecommunication Industry.
Morgan Stanley published a research report indicating that although there is still uncertainty regarding interest rates and the macro environment, it remains bullish on domestic telecom operators maintaining dividends. It also expects that the industry can benefit from a decrease in capital expenditure following the 5G cycle, as well as potential improvements in working capital conditions. Compared to telecom operators, Morgan Stanley is more optimistic about the development of Datacenter and tower-related companies in the Chinese market. Currently, Morgan Stanley's preference ranking for the three major telecom operators is China Telecom (00728.HK), China Unicom (00762.HK), and China Mobile (00941.HK), all recommended with a "Shareholding" rating. Morgan Stanley predicts that the service revenue growth rate of the domestic telecom industry will slightly increase this year.
Goldman Sachs' latest ratings and Target Prices for Chinese internet stocks (table)
Goldman Sachs released a report, updating the latest ratings and Target Prices for some Chinese internet stocks: Stock │ Investment Rating │ Target Price Alibaba (BABA.US) │ Buy │ $134 -> $117 Alibaba (09988.HK) │ Buy │ HK$131 -> HK$114 ALI HEALTH (00241.HK) │ Neutral │ HK$4 Autohome (ATHM.US) │ Neutral │ $28.3 Baidu (BIDU.US) │ Buy │ $101 Baidu (09888.HK) │ Buy │ HK$99 Bilibili (BILI.US) │ Buy │ $22
Five consecutive rises! Hong Kong stocks are experiencing a strong rebound, Call Options for China Stocks ETF are being aggressively bought again, what is the outlook for the market?
China International Capital Corporation believes that from a long-term perspective, the Hong Kong stock market has not yet escaped the fluctuating pattern. To expand the market space, there are mainly two avenues: one is to rely on large-scale fiscal efforts to solve the current credit contraction issue faced by the economy; the other is the market pullback, creating better buying opportunities and greater rebound potential, referred to as 'opportunities arising from declines.'
Express News | Han Zheng met with elected Vice President Vance of the USA.