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港股异动|电讯服务股普跌和记电讯绩后四连跌累跌逾22%
格隆汇 08-05 11:44
格隆汇8月5日丨电讯服务股普跌,和记电讯香港(0215.HK)跌逾7%领跌,中国移动、中国联通、中国电信均跌逾2%。和记电讯香港上周公布中期纯利同比减少5%至1.88亿港元,绩后至今暂四连跌累跌逾22%,大摩、汇丰、瑞信分别将其目标价下调至2港元、2.08港元和1.85港元。此外,内地电讯股方面,里昂此前料上半年业绩不理想,第二季成绩较首季差。三大电讯商次季的综合服务收入料按年跌1%,受累4G市场成熟、无限数据计划、以及数据漫游收费取消政策。而野村上周五(2日)发研报,分别下调移动、联通、电信的目标价至96港元、9.9港元和3.8港元,不过该行维持移动和联通的“买入”评级与电信的“中性”评级,重申移动仍然是行业首选。
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