《大行報告》富瑞:中電信(00728.HK)首季業績輕微低於該行預期 估值吸引仍爲首選
富瑞發表報告指,中電信(00728.HK)首季服務收入按年增長7.7%,EBITDA及淨利潤分別增長4.7%及10.5%,業績表現略低於該行預測,但計及1月份的疫情因素認爲是可預期。
該行指出,首季中電信旗下產業數字化業務收入按年增長18.9%,高於同業聯通(00762.HK)的15%。期內移動業務ARPU按年增長1.6%,推動該業務收入增長3.2%。
富瑞認爲,中電信估值極具吸引力,仍然列爲首選股份,指出目前管理層繼續以2023年利潤錄得雙位數百分比增長爲目標,給予目標價6元。
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