摩通:維持中移動(0941.HK)“中性”評級 予目標價52港元
摩通發研報指,中移動(0941.HK)A股上市的利好消息已被消化,維持其“中性”評級,預計短期內該股欠缺催化劑,將其明年底目標價下調約5.5%,由55港元降至52港元,以反映因第四季收入增長放緩對全年預測數字之影響。
摩通報吿指出,中移動已獲中證監批准A股上市,但因擔心認購需求而將IPO規模縮減。摩通預料,A股上市有助推動中移動業務增長及擴大其投資者基礎,有關利好影響相信已反映於股價之上,短期內股價缺乏動力。
中移動日前宣佈中證監正式書面通知核准該公司發行人民幣股份(A股),有效期12個月。據中移動公佈A股招股意向書,當中披露預期2021年度營業收入約8448.77億至8525.58億元人民幣,同比增長幅度約為10%至11%;歸屬於母公司股東的淨利潤約1143.07億至1164.64億元人民幣,同比增長幅度約6%至8%。
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