-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：基于2026年FFO预期34.0倍的预期市盈率（P/FFO），我们将12个月目标价上调20美元至143美元，高于其一年平均水平27.2倍。我们维持对2026年和2027年FFO的预期，分别为4.20美元和4.61美元。IRM第一季度实现了17%的有机增长，创下25年来的最高纪录，凸显了数据中心扩张和服务增长的强劲势头。数据中心增长持续超出预期，管理层预计全年装机容量将显著高于此前设定的100兆瓦的预期；这一点也体现在营收预期上调至1.75亿美元。我们认为，近期获得的 FedRAMP 高级授权（允许将关键任务型和高度敏感的联邦数据存储在云端）将推动未来服务收入的更高增长。净租赁调整后的杠杆率目前为 4.8 倍，是 IRM 于 2014 年转型为 REIT 以来的最低水平，这凸显了管理层有能力在未来五年内为数据中心的大规模资本支出扩张提供资金。
Related Articles
Mining & Metals
Loblaw Partnering with Canadian AI Company Shakudo to Accelerate Its AI Adoption and Deployment
$L.TO
Asia
BOCOM International Buys Nordic Investment Bank's Bonds
BOCOM International (HKG:3329) unit Preferred Investment Management acquired $20 million of certain bonds for the same price on April 29, according to a Monday Hong Kong bourse filing.The 4.6% callable fixed-rate bonds maturing May 8, 2036, will be issued by Nordic Investment Bank on May 8 and listed on Nasdaq OMX Helsinki.The bonds were purchased for investment purposes.
$HKG:3329
Mining & Metals
Westgold Resources Agrees to Divest Peak Hill Gold Project for A$58.3 Million, 1.0% NSR Royalty
Westgold Resources (WGX.TO) has agreed to divest the Peak Hill gold project in Western Australia to Great Boulder Resources, the company said Monday.The total consideration payable or deliverable under the asset and sale agreement is A$58.3 million plus a 1.0% net smelter return royalty over future production from Peak Hill.The consideration comprises $25 million in cash, $33.3 million in GBR scrip representing 19.9% interest post-completion, and a 1.0% NSR royalty.At deal completion, Westgold will emerge as a 19.9% shareholder in Great Boulder with the right to appoint a nominee to Great Boulder's board.Westgold has entered into an ore purchase agreement with Great Boulder, under which ore from Peak Hill may be processed at Westgold's Murchison processing hubs. The OPA is subject to completion of the divestment transaction.Westgold and Great Boulder have also entered into a non-binding strategic collaboration agreement to evaluate options that could fast track Great Boulder's Side Well Gold Project.The transaction is a continuation of Westgold's portfolio optimization strategy, which has unlocked shareholder value totaling $208 million, with further upside potential via $30 million in deferred consideration.
$WGX.TO