野村下调中电信(0728.HK)目标价至3.8港元评级“中性”
野村发表报告表示,相信中电信(00728.HK)今年上半年业绩表现会优於同行,其移动业务市占率达51%,不过该公司过去两个月的增长势头已有所减慢,主因竞争对手中移动(00941.HK)作出还击,因此预期中电信未来难以维持该增速。

报告补充,至於固网业务方面,该公司会继续面对市场竞争及市场饱和的问题。该行预料,中电信今年上半年服务收益及盈利分别按年升3%及4%,较第一季表现有所放慢,因此削减其2019至2021年服务收益预测3%至4%,盈利预测下调2%至5%。该行将其目标价由4.6港元下调至3.8港元,维持“中性”评级,重申中移动仍然是行业首选。
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