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大行評級|大和:大幅上調萬國數據目標價至39港元 評級升至“買入”
格隆匯 02-12 14:20
大和發表研究報吿指,相信DeepSeek的推出對萬國數據是個拐點,因為定價現已穩定下來,相信萬國數據的月度服務收入可能會在一至兩年內觸底反彈。旗下國際業務GDSI籌劃IPO、進一步國際擴張的公吿、房地產投資信託基金(REIT)的上市,以及納入港股通計劃都是股價的催化劑。根據該行估算,其過去六個月的總成交額達到60億港元,倘萬國數據將主要上市地點更改為香港後,有資格被納入港股通計劃。這將為股票帶來更多資金流入。該行將其對公司2024年至2026年各年EBITDA預測上調介乎1%至4%,以考慮月度服務收入的改善。該行將公司評級由“持有”升至“買入”,H股目標價由20港元大升至39港元。
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