《大行報告》大摩:長飛光纖光纜(06869.HK)受惠北水流入及數據基建開支加大 有望獲估值重評
摩根士丹利發表研究報告指,長飛光纖光纜(06869.HK)上周四(7日)升6%,創半年高,料歸功南向投資者(北水)資金流入;基本面而言,公司受惠於「東數西算」及「雙千兆網絡」建設倡議。予「增持」評級,目標價17.5元。
報告稱,留意到一些省份如遼寧及貴州、在近數周已加快落實「雙千兆網絡」建設倡議。同時今年上半年一些數據基建項目因疫情押後,料內地數據基建開支將加大以追回進度。
該行稱,北水流入及數據基建開支帶來的機遇,是公司未來估值重評的重要催化劑。大摩稱,其現估值相當於今年預測市盈率8.8倍,或預測市賬率0.8倍,首季公司純利按年升141%。
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