高盛:予万国数据-SW“买入”评级 目标价41港元

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22 May
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  高盛发布研报称,万国数据-SW(09698)2025年第一季度EBITDA符合预期,予买入评级,12个月目标价为42美元/41港元。万国数据2025年第一季度业绩显示,收入同比增长12%;EBITDA同比增长16%,高于市场预期1%,基本符合预期。据管理层透露,客户入住速度在2025年第一季度保持稳定,约为2万平方米,预计将维持当前速度。虽然管理层认为近期需求存在不确定性,但公司在订单接收方面保持谨慎,并对未来4年开发的900兆瓦容量的中期需求持乐观态度。

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