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《大行報告》富瑞上調萬國數據(GDS.US)目標價至25.08美元 評級「買入」
富瑞發表研究報告指,萬國數據(GDS.US)宣布私人配售本金額合共5.8億美元2030年到期的4.5%可轉換優先票據,消息令人意外,因為管理層早前曾透露有考慮透過資產出售籌集資金。 假設可轉債獲悉數轉換,富瑞預測萬國數據今年淨債務對EBITDA比率將從7.2倍降至7.1倍,估計資產出售計劃將繼續推進,但時間可能會推遲,以等待資產估值修復。 該行又指,市場對中國互聯網行業的信心回升,可能有助於中國互聯網數據中心(IDC)獲重新評級,預期今年IDC行業需求的主要增長動力將是工業互聯網,維持萬國數據美股「買入」評級,目標價上調至25.08美元。
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