《大行報告》美銀證券首予新意網(01686.HK)「買入」評級 目標價9元
美銀證券首予新意網(01686.HK)「買入」評級,目標價9元。該行指,新意網在香港互聯網數據中心市場有穩固的市場領先地位,即將落成的數據中心滿足穩步上升的需求,預計其於2020至2024年間盈利複合年增長率爲14.7%。因爲香港很少有相似屬性的數據中心服務供應商,認爲新意網擁有定價權。
美銀證券表示,新意網未來1-2年有3個新數據中心投入使用,總樓面面積將從現有的140萬尺,躍升一倍至290萬尺,這將使新意網的數據服務收入大增。
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