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大行評級|瑞銀:上調萬國數據目標價至12.4美元 重申“買入”評級
瑞銀髮表研究報吿指,萬國數據首季總收入按年升9.1%至26.3億元,經調整EBITDA升4.7%至11.8億元,均大致符合市場預期及其全年指引。期內,集團總支出按年跌27%至16億元,佔全年指引25%,其中中國及國際的資本支出分別為8.94億及7.03億元。 瑞銀表示,萬國數據受惠於強勁的客户需求,首季國際收入為2.06億元,按年增580%。管理層預計,未來12個月內其國際業務將收到更多及更大的客户訂單。該行微升集團2024至26財年的經調整EBITDA預測0至2%,以反映預期國際業務表現更加理想,目標價由11.3美元上調至12.4美元,重申“買入”評級。
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