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    Yucen Liu

    Research Analyst at Goldman Sachs

    Yucen Liu is an Analyst at Goldman Sachs specializing in equity research, with a focus on covering companies such as GDS Holdings Ltd. Liu has participated in earnings calls and provided detailed analysis on covered companies, demonstrating a developing performance track record with coverage initiated as recently as May 2025. While Liu's analyst career at Goldman Sachs is relatively recent and public rankings or widely-recognized performance metrics are not yet available, their work reflects deep sector knowledge and active contribution to investment research. Liu’s professional credentials, including FINRA registration and securities licenses, have not been explicitly detailed in public sources.

    Yucen Liu's questions to GDS Holdings (GDS) leadership

    Yucen Liu's questions to GDS Holdings (GDS) leadership • Q1 2025

    Question

    Yucen Liu from Goldman Sachs inquired about the pricing outlook for GDS's China business and asked for the key drivers behind the improvement in DayOne's EBITDA margin.

    Answer

    CEO William Huang stated that pricing for new business in China is currently very stable across key Tier 1 markets. CFO Dan Newman explained that DayOne's 31% EBITDA margin is remarkable for a new business and is expected to improve significantly as it achieves greater operating leverage on corporate and business development costs while delivering its large backlog.

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