《大行報告》大和:中電信(00728.HK)上季純利遜預期 但重申「買入」評級
大和發表報告表示,中電信(00728.HK)今年第三季純利45億人民幣,按年跌18%,服務收入按年升1.8%,期內EBITDA利潤率上升3.7個百分點,指純利低於該行原預期13%,期內收入低於該行原預期3.5%。
該行指,中電信第三季業績遜預期,相信收入趨勢將是關鍵,但料公司在無線領域中競爭仍跑贏同業,重申對其「買入」投資評級及目標價4.87元,此按綜合方式作估值。
大和表示,按5G前景之下,在中資電訊股中首選聯通(00762.HK)、第二位是中電信,其後才是中移動(00941.HK)及中國鐵塔(00788.HK)。
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