《大行報告》大摩相信新意網(01686.HK)股價60日內將升 評級「增持」
摩根士丹利發表技術意見報告,認爲新意網(01686.HK)股價在未來60天內將上升,發生機率爲80%。
大摩指,新意網宣佈與一個超大客戶簽訂一份總IT電力容量達10兆瓦的新合同。公司將租賃由公司主要股東新地旗下一個位於粉嶺的倉庫,並將其改造成合適的數據中心。項目預計從2022年開始分階段交付,是公司第一個單一用戶數據中心。
大摩認爲,租賃可以減輕該公司土地取得所需的大量初始資本支出,還可以將產能交付時間表從3.5年加快至1.5年,並重申對香港數據中心市場的看好,因香港市場的高準入門檻應使新意網這樣的本地領先企業受益最大,給予新意網「增持」評級,目標價9.4元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.