《大行报告》野村升中兴(00763.HK)目标价至28元料受惠内地加速5G发展
野村发表报告表示,重申对中兴通讯(00763.HK)「买入」投资评级,上调对其目标价,由原来26元升至28元,此相当於今年预测市盈率23倍(此前予其估值相当於21倍),对比其历史市盈率区间10至30倍,并指现价相当预测今年市盈率18.5倍。
该行指,内地6月6日发出4个5G牌照,为新一代5G网络揭开序幕,该行相信中兴将可明显受惠於此投资周期,同时上调对中兴2019年至2021年收入预测1至2%。该行亦上调对中兴2020财年每股盈利预测,由1.3元升至1.32元人民币,并调高对公司2021财年每股盈利预测,由1.55元升至1.65元人民币。
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