《大行報告》瑞銀下調萬國數據(GDS.US)目標價至18美元 評級「買入」
瑞銀發表報告,維持萬國數據(GDS.US)2023至2025財年收入和EBITDA預期基本不變,但提高中長期資本支出的假設,以反映IDC行業增長前景放緩,內地項目資本回報率將降低,目前預計該行業的增長率為 10%以下,而之前為10%以上。
該行將萬國數據目標價相應由32.2美元下調至18美元,相當於預測今年企業價值對EBITDA的13倍。由於認為該股最壞的情況可能已經過去,因此維持「買入」評級。
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