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一文了解大行於中移動(00941.HK)公布中期業績後最新評級、目標價及觀點
阿思達克 08-13 11:48
中國移動(00941.HK)今早股價造好,盤中曾高見51.95港元一度上揚3.3%,最新報51.6港元升2.6%,公司指下半年全力推進回A,努力實現全年每股派息良好增長,而高盛指中移動管理層對未來數年可實現健康收入增長和持續派息增長,上調對其目標價至58.4港元。 中移動昨中午公布今年中期業績,純利591.18億元人民幣按年升6%,超出本網綜合4間券商預期介乎572.51億至584億人民幣的上限水平。每股盈利2.89元人民幣,派每股中期息1.63港元,上年同期派1.53港元。公司上半年營業收入達4,436.47億人民幣按年升13.8%。EBITDA錄1,620億人民幣增長11.2%,EBITDA率為36.5%。截至6月底止,公司5G套餐客戶達到2.51億戶,滲透率26.5%,5G ARPU為88.9元人民幣,較遷轉前上升10%。 中移動首席執行官董昕指下半年會全力推進回A計劃,倘順利的話期望今年可完成。在派息方面,楊杰認為公司今年上半年收入、利潤有良好增長,所以派息亦是保持增長,全年指引也是「努力實現全年每股派息良好增長」。 【業績勝預期 派息指引佳】 摩根士丹利發表報告指,中移動今年第二季通信服務收入、EBITDA及純利分別超出該行預期7%、12%及6%。移動及固網業務表現均勝預期。中移動維持全年5G網絡用戶量目標為2億戶,雖然由於匯率問題令上半年派息比率降至47%,但仍預期全年派息吸引(料今年預測股息回報6.5厘),重申對其「增持」評級,目標價65港元。 德銀表示,中移動在上半年業績增長強勁之後,公司管理層以更加自信的語氣修訂2021年全年指引。公司預計傳統業務將在增加銷量,並料穩ARPU可健康增長,股息政策亦令人鼓舞,維持對其目標價85港元及「買入」投資評級。 ------------------------------------------ 本網最新綜合11間券商對其投資評級及目標價: 券商│投資評級│目標價(港元) 德銀│買入│85元 瑞銀│買入│76->80元 里昂│買入│80元 瑞信│跑贏大市│79.5元 摩根大通│增持│73->76元 匯豐環球研究│買入│70->72元 傑富瑞│買入│71.92元 野村│買入│65->67元 摩根士丹利│增持│65元 高盛│中性│54.3->58.4元 國泰君安│收集│57元 券商│觀點 德銀│ARPU穩定健康增長,股息鼓舞 瑞銀│營運表現良好 里昂│5G移動業務ARPU提升,業績穩固增長 瑞信│指引正面,憧憬下半年落實回A股上市 摩根大通│業績強勁氶財務前景理想 匯豐環球研究│上半年業績按年增長強勁,全年派息指引正面 傑富瑞│次季服務收入和EBITDA均實現兩位數增長,成本控制得宜 野村│業績向好因移動及寬帶業務ARPU均錄升幅。 摩根士丹利│中移動次季純利超預期,移動及固網業務表現均勝預期 高盛│有信心其未來幾年實現健康收入增長和持續派息增長 國泰君安│5G大規模投資或為淨利率帶來負面影響 (ta/w) ~
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