万国数据港股、美股夜盘均涨超6%!C-REIT估值大超市场预期,汇丰称公司具估值重评潜力

老虎资讯综合
Jul 15, 2025

7月15日,万国数据-SW港股、美股夜盘均涨超6%!C-REIT估值大超市场预期,汇丰称公司具估值重评潜力。

南方万国数据中心REIT已完成网下询价,认购倍数高达166倍,每份定价3.00元,总发行规模8亿份,C-REIT将收取的所得款项总额为24亿元。兴业证券指出,万国数据中心REIT估值大超市场预期,IDC行业估值锚大幅抬升。REITs项目可一次性收回大量现金用于新IDC项目的投资。现在政策鼓励公募REITs发行,利好存量成熟项目较多的IDC公司加速扩张。

汇丰表示,该分拆有利公司去杠杆,把净债务与经调整EBITDA比于年内维持低于6.5倍,且定价高于该股目前14倍的经调整企业价值倍数,反映公司具估值重评潜力。该行指,见到市场盈利上调预测的两项潜在催化剂,包括明年及后年录得新大型批发订单,以及美国放宽对英伟达芯片管制或中国加快采用本土GPU。

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