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Timothy Chow

Research Analyst at Goldman Sachs

Timothy Chow is an Analyst at Goldman Sachs Asia Bank Limited, where he specializes in equity research across key sectors with a focus on Greater China education and technology companies. He has covered major publicly listed firms such as TAL Education Group, providing market-leading investment insights and regularly participating in earnings calls for these companies. Chow joined Goldman Sachs as an equity research analyst and has progressively established himself as a trusted voice in his coverage, though specific performance metrics and rankings are not publicly available. Information on his earlier career background and professional finance credentials, such as FINRA registrations or securities licenses, is not currently disclosed.

Timothy Chow's questions to GDS Holdings (GDS) leadership

Question · Q3 2025

Timothy Chow asked about the MSR (Monthly Service Revenue) trend for Q4 and next year, considering peak contract renewals, and the overall market/competitive landscape, specifically regarding industry supply and demand dynamics compared to previous waves.

Answer

Dan Newman (CFO) projected MSR to decrease by 3-4% on average over 2026 due to downward price resets from renewals and elevated movement levels. William Huang (Founder, Chairman and CEO) added that new build data center prices have been stable for two years, and development costs are stable, leading to decent asset returns. He emphasized that new competition requires financial capability and access to capital, where GDS has a significant advantage.

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Question · Q3 2025

Timothy Chow asked about the MSR (Monthly Service Revenue) pricing trend for Q4 and next year, given that GDS is entering a peak renewal period for 5-7 year contracts. He also inquired about the overall market and competitive landscape, comparing current supply/demand dynamics to the cloud and 5G network wave five years ago.

Answer

Dan Newman, GDS CFO, projected that MSR is expected to decrease by 3-4% on average over 2026, attributed to downward price resets and elevated movement levels. William Huang, GDS Founder, Chairman, and CEO, added that new build data center prices have been stable for two years, yielding decent asset returns. He emphasized that in the competitive landscape, financial capability and access to capital markets are crucial, where GDS holds a significant advantage due to its land bank and financing capabilities, including the REIT.

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