《大行报告》瑞银升联通(00762.HK)评级至「买入」目标价10.64元
瑞银发表报告表示,将中国联通(00762.HK)的投资评级由原来的「中性」调高至「买入」,目标价维持在10.64元不变,此按综合方式作估值,指该股现价相当於预测今年企业价值对EBITDA的2.2倍。
该行指,虽然联通4G网络仍面对压力,加上收入缺乏增长动力,但该行仍认为公司有数项潜在的积极因素,包括与中国电信共同进行更广泛的5G建设;受到华为的制裁拖累,中国的5G建设将会出现潜在的放缓;以及竞争情况有潜在的改善。
该行指,最近与投资者讨论後,发现他们对公司达到其2020年盈利及收入目标抱怀疑态度,但该行相信8 相关忧虑已反映在其股价之上。
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