《大行報告》摩通:中電信(00728.HK)上半年初步業績強勁 評級「增持」看4.5元
摩根大通發表報告,中電信(00728.HK)預期上半年業績表現強勁,根據中國企業會計準則,預計截至6月底止上半年純利按年增約26%至28%,營業收入按年升11%至13.5%,即代表第二季收入增長維持在低雙位數及盈利亦錄雙位數增幅。
報告又指,中電信股價自6月中以來累升超過25%,相對於恆指累跌3%,主因公司上調派息比率及管理層之正面業務指引所帶動。該行認為,中電信現價相對每股淨資產比為0.6倍及收益率約6%,屬吸引水平,由於預期其潛在A股估值與H股估值之差距,相信H股股價上行空間大,維持「增持」評級及目標價4.5元。
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