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《大行報告》瑞銀升聯通(00762.HK)評級至「買入」目標價10.64元
阿思達克 06-11 10:17

瑞銀發表報告表示,將中國聯通(00762.HK)的投資評級由原來的「中性」調高至「買入」,目標價維持在10.64元不變,此按綜合方式作估值,指該股現價相當於預測今年企業價值對EBITDA的2.2倍。

該行指,雖然聯通4G網絡仍面對壓力,加上收入缺乏增長動力,但該行仍認為公司有數項潛在的積極因素,包括與中國電信共同進行更廣泛的5G建設;受到華為的制裁拖累,中國的5G建設將會出現潛在的放緩;以及競爭情況有潛在的改善。

該行指,最近與投資者討論後,發現他們對公司達到其2020年盈利及收入目標抱懷疑態度,但該行相信8 相關憂慮已反映在其股價之上。

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