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《大行報告》中移動(00941.HK)投資評級及目標價(表)
阿思達克 03-15 15:57
中移動(00941.HK)將於下周四(21日)公布2023年全年業績,受惠於行業服務收入穩定增長及新業務(包括雲、數據中心(IDC)及IPTV等)帶動,本網綜合8間券商,預期中移動2023年純利介乎1,325.33億元至1,370.29億人民幣,較2022年同期1,254.59億人民幣,按年上升5.8%至9.2%,中位數1,344.2億人民幣,按年升7.1%。 綜合6間券商預期中移動2023年每股派息4.91元至5.15元,較2022年每股股息4.41元,按年升11.3%及16.8%,中位數為5元,按年升13.3%。投資者將關注中移動管理層給予最新營運、資本開支、派息及股份回購指引,在宏觀經濟面臨挑戰環境下雲業務行業競爭及盈利情況。 下表列出13間券商給予其評級及目標價(港元): 券商│投資評級│目標價(港元) 中信証券│買入│96元 星展│買入│93元 瑞銀│買入│89元 中金│跑贏大市│85元 富瑞│買入│84.87元 中銀國際│買入│83元 摩根大通│增持│83元 高盛│買入│82元 摩根士丹利│增持│80元 匯豐環球研究│買入│80元 野村│買入│78元 華泰証券│買入│78元 花旗│買入│77元 里昂│買入│75元
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