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《大行报告》大和降万国数据(09698.HK)评级至「跑赢大市」 维持目标价116元
阿思达克 02-24 11:21
大和发表研究报告指,万国数据(09698.HK)近期股价已累积上涨15%,估值已升至2021年预测企业价值倍数的约34至35倍,目前风险回报吸引力较弱,因此将评级由「买入」下调至「跑赢大市」。

该行指出,市场对万国数据在港第二上市後的产能提升及收购计划抱有一定期望,但仍然看好公司发展,预期下半年更多潜在收购,将引发业绩预测的向上调整。

大和指,按照当前估值,短期风险收益吸引力下降,但强调万国数据在中国互联网数据中心行业中拥有最强基本面,对其2021年的调整後EBITDA预测较市场普遍预期高8.8%,预期公司在港上市集资後可能会加快在一线城市的数据中心收购,以满足未来快速增长的客户需求,维持目标价116元不变。

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