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《大行報告》高盛升萬國數據-SW(09698.HK)目標價至35.5元 評級「買入」
高盛發表報告,指該行所覆蓋數據中心股,包括Chindata(CD.US)、萬國數據-SW(09698.HK)、世紀互聯(VNET.US)及光環新網(300383.SZ),將於3至4月公布去年末季業績,該行料管理層屆時將公布今年財務指引及經營展望。該行料該四股去年末季收入平均按年升20%,今年全年平均料升16%;以非通用會計準則(Non-GAAP)計,料四股去年末季EBITDA平均按年升4%,今年全年平均料升17%。 該行上調四股目標價介乎3.2%至10.8%,以反映修訂2022至2025年EBITDA預測;企業價值對EBITDA倍數預測推展至今年;及更新人民幣兌港元及美元預測。 報告補充,萬國數據將於3月22日公布業績,料其去年末季及今年全年收入分別23.76億元及102.69億元人民幣;Non-GAAP計EBITDA料分別10.42億元及46.57億元人民幣。該行予萬國數據H股「買入」評級,目標價由34.4元升至35.5元。
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