《大行报告》里昂:中资电讯股业务持续改善 估值低廉
里昂发表研究报告指,中资电讯股近日走出谷底,内地三大电讯商第四季服务收入增长加速至6-7%,料今年续升5%,主要由5G和工业工联网带动。目前,中资电讯股业务持续改善,估值低廉。
该行指,国内5G用户在去年底已超3亿,料今年数字可倍增,三大电讯商会继续扩大5G网络基站,并利用低频宽基站扩展,扩大覆盖支持工业应用。
该行看好中移动(00941.HK)会成为5G大赢家,而中联通(00762.HK)可成为5G升级的受惠者,因估值吸引,维持两者「买入」评级,目标价分别80元及7.7元;中电信(00728.HK)评级为「跑赢大市」,目标价2.8元。
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