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《大行報告》美銀證券下調中電信(00728.HK)目標價至4元 料中期純利升0.7%至140億人幣
阿思達克 07-17 09:52
美銀證券發表研究報告,預期中電信(00728.HK)上半年收入升1.7%至1,937億元人民幣,EBITDA升0.4%至636億元人民幣,純利升0.7%至140億元人民幣。相信投資者將關注轉換5G後對ARPU之影響、DICT業務(通訊、資訊、雲及大數據技術)之進展、未來5G的發展步伐。

該行指,公司目標DICT業務可錄雙位數增長,而新冠肺炎疫情亦為IDC業務和雲業務帶來刺激,DICT業務有強勁增長動力(2018年上半年增長24%;2019年上半年增長19.3%)。

該行同時下調中電信2020-22年每股盈利預測8-13%,以反映5G手機服務收入較預期低,下調手機銷售預期,目標價由4.5元降至4元,重申「買入」評級。(ic/u) ~

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