Core Viewpoint - GDS Holdings (GDS.US) is experiencing a pre-market increase of 3.09%, reaching $32.38, driven by UBS's research report highlighting sustained demand for GenAI and higher entry barriers in the AI data center industry [1] Summary by Relevant Sections Company Performance - UBS anticipates that GDS's development yield will maintain at least 14% or a capital expenditure multiple of 7 times until EBITDA matures [1] - The expected 7 times development cost is projected to convert into a high single-digit percentage of unlevered 10-year internal rate of return [1] Market Outlook - The report suggests limited further decline in rental rates due to low net profit margins without strong execution [1] - UBS has raised its target price for GDS from $45 to $50, maintaining a "Buy" rating [1] Stock Information - As of the last trading session, GDS closed at $31.41, with a pre-market price of $32.38 [1] - The stock has a total market capitalization of $6.204 billion, with a price-to-earnings ratio of 12.42 and a price-to-book ratio of 1.917 [1]
美股异动｜万国数据盘前涨3% 获瑞银上调目标价