Shareholders in GDS Holdings (NASDAQ:GDS) Have Lost 79%, as Stock Drops 10% This Past Week
Shareholders in GDS Holdings (NASDAQ:GDS) Have Lost 79%, as Stock Drops 10% This Past Week
It is doubtless a positive to see that the GDS Holdings Limited (NASDAQ:GDS) share price has gained some 50% in the last three months. But the last three years have seen a terrible decline. To wit, the share price sky-dived 79% in that time. So it sure is nice to see a bit of an improvement. But the more important question is whether the underlying business can justify a higher price still.
GDS Holdings有限公司(NASDAQ:GDS)股价在过去三个月中上涨了约50%,无疑是一个积极的信号,但在过去三年中股价则大幅下跌。更确切地说,股价在此期间暴跌了79%,所以能看到有所改善是很不错的。但更重要的问题是基础业务是否能够证明更高的价格仍然是合理的。
Given the past week has been tough on shareholders, let's investigate the fundamentals and see what we can learn.
考虑到过去一周对股东来说是艰难的,让我们调查一下基本面并看看我们能学到什么。
GDS Holdings isn't currently profitable, so most analysts would look to revenue growth to get an idea of how fast the underlying business is growing. When a company doesn't make profits, we'd generally hope to see good revenue growth. That's because fast revenue growth can be easily extrapolated to forecast profits, often of considerable size.
GDS Holdings现在还没有盈利,因此大多数分析师都会关注营业收入的增长情况,以了解基础业务增长的速度。当一家公司没有盈利时,我们通常希望看到良好的营业收入增长。这是因为快速的营业收入增长可以很容易地推算为实现利润,通常还相当可观。
In the last three years, GDS Holdings saw its revenue grow by 15% per year, compound. That's a fairly respectable growth rate. So it's hard to believe the share price decline of 21% per year is due to the revenue. It could be that the losses were much larger than expected. If you buy into companies that lose money then you always risk losing money yourself. Just don't lose the lesson.
在过去三年中,GDS Holdings的营业收入以每年15%的复合增长率增长。那是一个相当可观的增长率。所以,很难相信股票价格下跌21%每年是由于营业收入。原因可能是亏损比预期更大。如果你投资的公司亏损,那么你总是有失去钱的风险,请不要忘记这个教训。
You can see how earnings and revenue have changed over time in the image below (click on the chart to see the exact values).
你可以在下面的图片中看到收入和营业收入随时间的变化情况(单击图表可查看精确值)。
![big](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240724/0-1a2716411a467cb96a664ec6d1bcf343-0-2845a292363eb9d77c23c80c2ccf7487.png/big)
GDS Holdings is well known by investors, and plenty of clever analysts have tried to predict the future profit levels. Given we have quite a good number of analyst forecasts, it might be well worth checking out this free chart depicting consensus estimates.
GDS Holdings为投资者所熟知,许多聪明的分析师已经尝试预测未来的利润水平。鉴于我们有相当数量的分析师预测,检查这个免费的图表来描述共识估计值可能非常值得。
A Different Perspective
不同的观点
GDS Holdings shareholders are down 9.2% for the year, but the market itself is up 22%. Even the share prices of good stocks drop sometimes, but we want to see improvements in the fundamental metrics of a business, before getting too interested. Unfortunately, longer term shareholders are suffering worse, given the loss of 12% doled out over the last five years. We would want clear information suggesting the company will grow, before taking the view that the share price will stabilize. I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too. Consider risks, for instance. Every company has them, and we've spotted 2 warning signs for GDS Holdings you should know about.
GDS Holdings股东今年下跌了9.2%,但市场本身上涨了22%。即使好的股票价格有时也会下跌,但在对业务的基本指标进行改善之前,我们要看到更好的表现。不幸的是,长期股东们遭受更严重的亏损,由于在过去五年中损失了12%。在我们认为股价会稳定之前,我们希望得到清晰的信息表明该公司将会增长。我发现长期来看股价作为业务表现的代理非常有趣。但要真正获得见解,我们还需要考虑其他信息。例如,要考虑风险。每家公司都有风险,我们已经发现了GDS Holdings的2个警示信号,你应该知道。
If you would prefer to check out another company -- one with potentially superior financials -- then do not miss this free list of companies that have proven they can grow earnings.
如果您愿意查看另一家公司(具有潜在的更好财务状况),请不要错过这个免费的公司列表,证明它们可以增长收益。
Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges.
请注意,本文所引述的市场回报反映了目前在美国交易所上市的股票的市场加权平均回报。
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
对本文有任何反馈?对内容有任何疑虑?请直接与我们联系。或者,发送电子邮件至editorial-team@simplywallst.com。
这篇文章是Simply Wall St的一般性文章。我们根据历史数据和分析师预测提供评论,只使用公正的方法论,我们的文章并不意味着提供任何金融建议。文章不构成买卖任何股票的建议,也不考虑您的目标或您的财务状况。我们的目标是带给您基本数据驱动的长期关注分析。请注意,我们的分析可能不考虑最新的价格敏感公司公告或定性材料。Simply Wall St没有任何股票头寸。
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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