中金维持万国数据“跑赢行业”评级 上调目标价至50美元

观点网
13 Mar

观点网讯:3月13日,中金公司发布报告称,万国数据(GDS.US)宣布成功发行首单数据中心持有型不动产ABS(P-REIT),标志着公司打通国内资本循环通道,有望在不增加净负债的前提下,提升公司EBITDA的未来增长潜力,维持“跑赢行业”评级。2024年起,万国数据海外资产出表,报表口径仅包含国内业务。还原合并口径后,维持2024年收入预测基本不变,看好公司上架率提升和扩张潜力,上调2024年经...

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