Movement Alert|GDS-SW Rises 3.3% in Regular Trading, Daiwa Maintains Buy Rating as Sales Target Doubles to 1GW

Market Focus
08/18

On August 18, GDS-SW rose 3.3% in regular trading, trading at 34.88 HKD/share, with turnover of 6.6439 million HKD.

On the news front, Daiwa published a research note on August 17 maintaining its \"Buy\" rating on GDS-SW with a target price of 47 HKD, while raising its EBITDA forecasts for 2026-2027 by 11% to 49%. The broker highlighted that management has doubled its full-year sales target from 500MW to 1GW. First-half new contract signings reached a record 471MW, already surpassing the full-year 317MW achieved in 2025.

The upgrade follows strong Q2 results released on August 13, in which the company reported net profit of 838 million yuan, swinging from a net loss of 70.6 million yuan a year earlier. Revenue rose 6.5% year-over-year to 3.088 billion yuan. Management also raised full-year revenue guidance to 12.7-13.0 billion yuan and adjusted EBITDA guidance to 5.9-6.1 billion yuan, both above prior ranges.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

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