NEXTDC Trading Below Equinix On Per Megawatt Basis, Says Jefferies

MT Newswires Live

2025/10/29

NEXTDC (ASX:NXT) is currently trading below its US-listed competitor Equinix on a per megawatt basis, said Jefferies in a Monday note.

Jefferies believes that, according to its alternative valuation approach for NXT, which views the company as a property developer, the data center operator's existing assets and the next 600 megawatts are valued at around AU$19, close to the investment firm's target price.

The investment firm added that if NXT proceeds with the next 710 megawatts of land bank after fiscal 2031, this could potentially add another AU$8 per share.

Jefferies has kept a buy rating on NXT and a price target of AU$19.50.

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2579091081"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2579091081\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2579091081?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-10-29 09:06","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2579091081","market":"sh","top_or_hot":-1,"title":"NEXTDC Trading Below Equinix On Per Megawatt Basis, Says Jefferies","media":"MT Newswires Live","content":"<html><body><p> NEXTDC (ASX:NXT) is currently trading below its US-listed competitor Equinix on a per megawatt basis, said Jefferies in a Monday note.</p><p>Jefferies believes that, according to its alternative valuation approach for NXT, which views the company as a property developer, the data center operator's existing assets and the next 600 megawatts are valued at around AU$19, close to the investment firm's target price.</p><p>The investment firm added that if NXT proceeds with the next 710 megawatts of land bank after fiscal 2031, this could potentially add another AU$8 per share.</p><p>Jefferies has kept a buy rating on NXT and a price target of AU$19.50.</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NEXTDC Trading Below Equinix On Per Megawatt Basis, Says Jefferies</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNEXTDC Trading Below Equinix On Per Megawatt Basis, Says Jefferies\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time smaller\">2025-10-29 09:06</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<html><body><p> NEXTDC (ASX:NXT) is currently trading below its US-listed competitor Equinix on a per megawatt basis, said Jefferies in a Monday note.</p><p>Jefferies believes that, according to its alternative valuation approach for NXT, which views the company as a property developer, the data center operator's existing assets and the next 600 megawatts are valued at around AU$19, close to the investment firm's target price.</p><p>The investment firm added that if NXT proceeds with the next 710 megawatts of land bank after fiscal 2031, this could potentially add another AU$8 per share.</p><p>Jefferies has kept a buy rating on NXT and a price target of AU$19.50.</p></body></html>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4222","symbol_name":"數據中心房地產信託","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2579091081","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2579091081","pubTimestamp":1761700014,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"NEXTDC  is currently trading below its US-listed competitor Equinix on a per megawatt basis, said Jefferies in a Monday note.Jefferies believes that, according to its alternative valuation approach for NXT, which views the company as a property developer, the data center operator's existing assets and the next 600 megawatts are valued at around AU$19, close to the investment firm's target price.The investment firm added that if NXT proceeds with the next 710 megawatts of land bank after fiscal 2031, this could potentially add another AU$8 per share.Jefferies has kept a buy rating on NXT and a price target of AU$19.50.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4222":"数据中心房地产信托","BK4084":"特种房地产投资信托","BK4529":"IDC概念","NXT.AU":"NEXTDC LTD","BK4554":"元宇宙及AR概念","BK4566":"资本集团","BK4588":"碎股","EQIX":"易昆尼克斯","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","BK7043":"互联网服务与基础架构","BK7503":"科技股","BK4581":"高盛持仓"},"translate_title":"杰富瑞(Jefferies)表示，NEXTDC每兆瓦交易价格低于Equinix","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"EQIX":1.5,"NXT.AU":1},"content_text":"NEXTDC (ASX:NXT) is currently trading below its US-listed competitor Equinix on a per megawatt basis, said Jefferies in a Monday note.Jefferies believes that, according to its alternative valuation approach for NXT, which views the company as a property developer, the data center operator's existing assets and the next 600 megawatts are valued at around AU$19, close to the investment firm's target price.The investment firm added that if NXT proceeds with the next 710 megawatts of land bank after fiscal 2031, this could potentially add another AU$8 per share.Jefferies has kept a buy rating on NXT and a price target of AU$19.50.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}