《大行報告》美銀證券:萬國數據(09698.HK)股價回落提供買入良機 目標價111.5元
美銀發表研究報告指與萬國數據(09698.HK)管理層就行業定價、供需情況、監管及ESG要求等各方面進行討論後,對其看法維持正面,重申「買入」評級,認為近期股價回落屬入市好時機。
該行指,近期一個在江蘇的數據中心項目出現高度競爭引起市場關注,有價格戰的潛在風險,惟公司指出該項目屬個別例子,表明在定價上沒有壓力。
美銀認為,在中國數字化、5G、物聯網生態等發展下,數據行業未來需求仍然強勁,加上一線城市供應緊張,萬國數據更有優勢,基於2022年企業價值倍數約37.5倍,予目標價111.5元。
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