大和重申电讯板块正面评级首选中国联通(0762.HK)
大和总研发表研究报告指,6月份的数据显示,中国电信(0728.HK)在手机市场正增加市场份额,而中国移动(0941.HK)则进军宽带市场。不过,上半年的整体手机收入疲弱,惟该行仍重申电讯板块正面评级,并因中国联通(0762.HK)的估值吸引而首选中联通。
大和表示,今年第二季的手机服务收入会进一步下跌,但由于去年下半年的基数低,今年下半年将会恢复。该行重申中国联通及中国电信“买入”投资评级,中国移动“优于大市”评级及中国铁塔“沽售”评级。
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