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《大行报告》汇丰研究下调万国数据(09698.HK)美股目标价至111美元 评级「买入」
阿思达克 05-21 09:41
汇丰研究发表报告指,万国数据-SW(09698.HK)近期股价偏软,市场主要对行业面对的潜在价格战感到关注,但相信相关因素已充分反映在股价之上。

该行指出,管理层认为只有江苏地区竞争较大,公司的数据中心位处一线城市优越地段,而且现有客户的潜在需求大,相关影响可控。首季业绩反映公司基本面稳健,对万国数据维持正面看法,预期可受惠於IDC市场长期增长潜力。

考虑到营运时间表略较预期慢,该行将2021年调整後EBITDA预测下调2%,并将2023至2030年EBITDA复合增长率预测由12%降至11%,美股目标价降至111美元(原本122美元),维持「买入」评级。

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