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GDS Holdings Limited (GDS)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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59.84+0.88 (+1.48%)
As of 3:44PM EDT. Market open.
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  • 神射手
    added 300 shares! This is once in a lifetime chance to invest in the chinese stocks.
  • D
    Daniel
    This is about to crash hard. Never trust Chinese stock.
  • t
    thomas
    bargain at this level. easy pop to 55 this week!
  • D
    Daniel
    Chinese stocks are too risky.
  • Y
    Yahoo Finance Insights
    9698.HK is down 10.40% to 56.00
  • Y
    Yahoo Finance Insights
    9698.HK is down 14.05% to 52.00
  • Y
    Yahoo Finance Insights
    9698.HK is down 7.31% to 64.00
  • G
    GG
    I didn't have a chance to look at some of their other short reports, but at least for the GDS report, it seemed very flawed. They state that one of the many data center operations are not as utilized as they state. However, GDS rebuts the argument stating that the operators mentioned in the short report are subleasing from their customer. Then, Blue Orca tweets that “$GDS's response is that it subleases to customers who sublease to datacenter operators who then offered to sublease space to Blue Orca. So what’s GDS’s business? Until today, investors thought GDS was the datacenter operator, not a sublessor to a sublessor to an operator.” This tweet is evident of the shortcoming of the report because it is normal practice for infrastructure landlords like GDS to lease to retail providers that add value and lease to end users. Also, I’m not sure if the short sellers actually had a chance to visit the data centers and confirm the fact, rather than just ask for pictures and paste that into the report. There’s a clear reason CyrusOne invested $100 mm into GDS and I’m sure their due diligence didn’t lead them to any allegations the short sellers made. Rebuttals to other allegations can be found in analyst reports as it will take a while for me to further expose the shortcoming of the report. I do appreciate the buying opportunity, as I’m sure there are many who have been following GDS and waiting to get in.
  • M
    MG
    Back into GDS at $29.95 with a small purchase of 200 shares. I believe all the negativity surrounding this stock is over. May add to this position in the next few days. Feel confident this will be back at the 52 week highs withing a few months. Risk/Reward looks good here.
  • G
    GG
    CyrusOne CEO is confident in GDS
  • M
    MG
    Gotta tell you... the GDS response is very strong. Could be an opportunity.
  • M
    Mo
    Wow!! They addressed everything in the conference. I was iffy until they broke it down. Up up up!!
  • P
    Passerby
    12 West Capital just disclosed that they recently took a 5% stake in GDS amid fraud accusations.
  • j
    jimmy
    JPM and Suisse showing confidence in GDS
  • G
    GG
    Crushed earnings
  • B
    Bechody
    After today...
    The more you buy, The lower it goes and The longer you hold, The more you'll lose.
    Guaranteed!
  • A
    Asad
    Seems to be a good buying opportunity for a long term hold. I am concerned about the debt level and cash flow as well but the short seller report and the corresponding sell off seems overblown.
  • A
    Albert
    Strengthening into close, IMO. Assuming no news over the weekend I expect a pop into the 30s on Monday. Only ones getting in now are ones with some stomach. On the last short BO made on Samsonite, they really are a one-and-done shot - one small comment post short and that was it. So far, BO has done the same here. There will be no news. I have actually good feelings towards BO - able to get back in cheap.
  • G
    GG
    https://mobile.twitter.com/blueorcainvest/status/1024670042288320512
    Comments show Blue Orca’s lack of understanding of the business.
    Twitter
    mobile.twitter.com
  • M
    MG
    The pain looks over. Yesterday, the candlestick chart revealed a bullish engulfing pattern. We should reverse higher today.