Jefferies:三家中資電信股對美國以外投資者的吸引力上升
紐約證券交易所將推進中國電信、中國聯通、中國移動三家電信公司的摘牌。
Jefferies表示,預計短線股價承壓,不過這些公司基本面仍持續改善,美國投資者的拋售將創造買入機會。
德銀亦稱,三支港股經過近期巨量拋盤後或現反轉,大型電信股中,這三家公司是未來十年的投資機會。
分析師Edison Lee等人在報告中表示,紐約證交所的二次反轉,可能反映特朗普政府在針對中國的行動範圍、如何衡量成本和收益方面存在分歧。
這似乎顯示三家電信公司最終將被納入美國的投資禁令。
不過美國財政部官方名單纔是最終確認,應該會在未來12天內公佈。
推薦順序:中國電信、中國聯通、中國移動。
德銀分析師Peter Milliken在報告中表示,11月12日以來,美國的行政禁令帶來的被動拋售應該基本上已經完成。
很多持有人可以把ADR轉換成港股,因此預計不會再有大量的新增拋盤。
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