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《大行報告》野村下調中移動(00941.HK)目標價至96元評級「買入」
阿思達克 08-02 11:29

野村發表報告指,料內地5G網絡將於今年加快發展,中移動(00941.HK)盈利能力將自下半年起錄得改善,由於競爭減弱及5G業務潛在變現。報告稱,中移動雖上半年面對盈利壓力,該行仍偏好中移動,由於在5G業務投資期,在帶來穩定增長上有良好定位。

該行預計,中移動上半年服務收入按年倒退2%,盈利按年倒退7%,降2019年至2021年盈測0.3%至4.7%,以反映數據收費下調之即時影響。野村稱,以現金流折現率計,中移動目標價相應自100元下調至96元,維持予「買入」評級,並為內地電訊股首選。

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