《大行報告》麥格理降中國鐵塔(00788.HK)評級至「跑輸大市」 目標價下調至0.75元
麥格理發表評級報告指,中國鐵塔(00788.HK)上半年收入放緩2%,低於預期,並料新的《商務定價協議》將影響其下半年鐵塔收入,暫未知進一步「收費制度調整、服務協商標準」會否持續至2024年。該行預料,鐵塔今年全年收入跌3%,明年則為0%;今年新業務收入按年升28%、明年則升18%。該行將公司今年、明年及2025年純利預測下調9%、25%及38%,並將其目標價由0.94元下調至0.75元,評級由「中性」降至「跑輸大市」。(ca/u)
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