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大行評級|交銀國際:上調萬國數據目標價至22.88港元 海外市場拓展加速

交銀國際發表報吿指,萬國數據第三季業績符合預期,上調全年資本開支指引。第三季度公司實現收入約29.66億元,按年增加17.7%,經調整EBITDA為12.95億元,按年增加15%,為該行此前全年預測48.5億元的約26.7% 。公司維持全年業績指引不變,預計全年收入在113.4億至117.6億元之間,按年增速在13.9至18.1%,經調整EBITDA在49.5億至51.5億元之間,按年增速在7%至11.4%。公司調整全年資本開支指引,從此前65億元上調至110億元,以支持中國租户加快進駐以及國際業務擴張提速。

交銀國際維持對萬國數據“買入”評級,目標價上調至22.88港元,因考慮到海外市場拓展加速,給予更接近國際同業的估值。

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