野村下调联通(0762.HK)目标价至9.9港元评级“买入”
野村发表报告指,自联通(0762.HK)
作为第一间本地电讯商推出无限数据服务以来,过去两年转亏为盈,主要受到强劲数据量推动,混合所有制改革亦有帮助。在5G发展下,该行料联通将继续加强与科技巨企之合作关系。
该行料联通上半年服务收入将持平,盈利则按年增长17%,相信为同业最高,较去年同期的4.58倍增长放缓,惟仅限于基数问题。该行降2020年及2021年盈测1%至3%,以反映服务费用下调的不利政策因素,目标价相应自11.5港元下调至9.9港元,评级维持“
买入
”。
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