You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》大和下調萬國數據-SW(09698.HK)目標價至44元 評級「跑贏大市」
大和發表研究報告指,萬國數據(09698.HK)去年第四季業績基本符合預期,但考慮到近期市場需求疲弱,以及疫情下用戶延遲進駐的問題,料對公司今年上半年收入增長造成壓力。 該行指,去年第四季互聯網平臺IDC服務需求較弱,預期疲弱趨勢將延續至今年上半年,若互聯網平臺業務重組可今年第二至第三季完成,則2023年IDC服務的需求情況有望改善。大和預期公司今年數據中心規模將實現內生增長約8.5萬平方米,當中有約1萬平方米產能注入預料由上半年推遲至下半年。 但該行認爲,萬國數據2023至2025年的長期增長趨勢穩健,相信今年下半年起至明年的需求復甦將較預期快,IT支出因宏觀改善將成爲股價催化劑,維持「跑贏大市」評級,料今年EBITDA利潤率收窄120個基點,並將2022至2023年EBITDA預測削減4%至10%,目標價由46元降至44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.
uSMART
Wealth Growth Made Easy
Open Account