GDS Holdings: Stay Bullish As The Demand Outlook Has Gotten Even Better

May Investing Ideas842 FollowersFollow5ShareSavePlay(10min)CommentsSummaryGDS Holdings remains a 'Buy' as demand accelerates, with robust new orders and improved visibility on growth.GDS secured over 300 MW of new bookings for FY2025 and targets 500 MW+ for 2026, with faster delivery and longer contract terms.Capacity and funding concerns have eased, with 5.4 GW of developable capacity and a strengthened balance sheet supporting expansion.Valuation upside exists through the C-REIT strategy, while risks center on the timing of order conversion and customer concentration.Thomas Barwick/DigitalVision via Getty Images Investment Overview I wrote about GDS Holdings (GDS) previously with a buy rating, as I strongly believe the business is executing really well to capture demand, and it has the right capital recycling strategy inThis article was written byMay Investing Ideas842 FollowersFollowI am an individual investor that is now fully focus on managing my own capital that I have saved up over the years. My investing background spreads across a wide spectrum as I believe there are merits to each approach, for instance: Fundamental investing [Bottoms-up etc.], Technical investing [historical charts analysis], and to some extend momentum investing [share price reaction post earnings etc.]. Over the years, I have used the positive aspects of each approach to hone my investing process. The reason to write on SeekingAlpha is to use this platform as a tracker for my investing ideas performance, and also to connect with like-minded investors that have the same investing interest.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.