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大行評級|美銀:大幅上調萬國數據目標價至22港元 上調收入及經調整後EBITDA預測

美銀證券發表報吿,稱萬國數據第二季季績勝預期,海外產能快速增長以及中國潛在需求更快復甦推動收入增長加快,因此將公司2025至2026財年收入及經調整後EBITDA預測分別上調4%至6%及5%,目標價由12.2港元大幅上調至22港元,維持“買入”評級,以反映中國業務增長前景較好以及國際業務訂單強勁。

美銀證券稱,對萬國數據增長保持樂觀,認為國際市場需求強勁,公司在今年第二季在馬來西亞柔佛州的兩個站點獲得總容量206MW的新訂單,承諾的總容量達到388MW。第二季已使用的總容量為101MW,管理層預計利用率將會快速上升,在未來24個月內將增加257MW至358MW,意味着將較第二季增長2.5倍,顯示公司未來業務將有強勁的擴張。

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