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《大行報告》大摩上調新意網(01686.HK)目標價至10.2元 評級「增持」
阿思達克 08-31 10:15
摩根士丹利發表報告稱,香港土地資源珍貴、建築成本高及興建周期長,令本地數據中心服務市場領先供應商免受劇烈競爭,該行認為,新意網(01686.HK)可受惠於行業市場增長,預期公司於2022年將迎來轉折點。 該行指出,新意網今年以來股價已累升13%,較內地數據中心服務同業累跌26%表現優勝,公司在本港高質素數據中心產能中佔27%,預期未來五年供應中佔34%。 大摩認為新意網市場地位穩固,並且持續擴張,除利息、稅項、折舊及攤銷前盈利(EBITDA)2021年、2023年及2024年預測增長加快,分別為8%及18%及26%,大摩上調對新意網的目標價,由9.4元升至10.2元,評級「增持」。
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