野村:維持中國移動(0941.HK)買入評級 目標價65港元
野村發表研究報吿指,中國移動(0941.HK)去年業績符預期,5G遷移亦在軌道上,5G套餐用户達1.65億,滲透率達17.5%;而至今年2月已上升至1.73億户,該公司目標今年底擁有2億5G網絡客户。該行維持其“買入”評級,目標價65港元。
野村預期,5G網絡客户增長有利其每用户平均收入(ARPU)及移動業務收入增長,以及鞏固公司在5G變現化的地位。該行續指,中國移動增強在數字化基建的投入,如雲計算、數據中心,以及投放更多資源在企業市場,認為中移動作為行業的龍頭將繼續發展5G世代數字化解決方案提供商。
野村預計,中移動的移動數據收入將在2021-22年間分別上升2.5%及2.8%;移動數據ARPU亦分別按年增長3%及4%。
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