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《大行報告》匯豐研究下調萬國數據(09698.HK)美股目標價至111美元 評級「買入」
阿思達克 05-21 09:41
匯豐研究發表報告指,萬國數據-SW(09698.HK)近期股價偏軟,市場主要對行業面對的潛在價格戰感到關注,但相信相關因素已充分反映在股價之上。

該行指出,管理層認為只有江蘇地區競爭較大,公司的數據中心位處一線城市優越地段,而且現有客戶的潛在需求大,相關影響可控。首季業績反映公司基本面穩健,對萬國數據維持正面看法,預期可受惠於IDC市場長期增長潛力。

考慮到營運時間表略較預期慢,該行將2021年調整後EBITDA預測下調2%,並將2023至2030年EBITDA複合增長率預測由12%降至11%,美股目標價降至111美元(原本122美元),維持「買入」評級。

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