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大行评级|美银:大幅上调万国数据目标价至22港元 上调收入及经调整后EBITDA预测

美银证券发表报吿,称万国数据第二季季绩胜预期,海外产能快速增长以及中国潜在需求更快复苏推动收入增长加快,因此将公司2025至2026财年收入及经调整后EBITDA预测分别上调4%至6%及5%,目标价由12.2港元大幅上调至22港元,维持“买入”评级,以反映中国业务增长前景较好以及国际业务订单强劲。

美银证券称,对万国数据增长保持乐观,认为国际市场需求强劲,公司在今年第二季在马来西亚柔佛州的两个站点获得总容量206MW的新订单,承诺的总容量达到388MW。第二季已使用的总容量为101MW,管理层预计利用率将会快速上升,在未来24个月内将增加257MW至358MW,意味着将较第二季增长2.5倍,显示公司未来业务将有强劲的扩张。

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