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《大行报告》中国铁塔(00788.HK)投资评级及目标价(表)
阿思达克 08-05 15:56

中国铁塔(00788.HK)将於本周三(7日)公布今年中期业绩,由於预期受惠於减省利息成本,本网综合6间券商预测中国铁塔今年上半年纯利预测介乎25亿至34.68亿元人民币(下同),较2018年中期12.1亿元,按年升106.6%至186.6%;中位数为26.24亿元,按年升1.17倍。市场料塔类业务维持稳建增长、营运商新增4G扩容需求,室分业务快速放量,投资者关注公司净利润率及下半年资本开支指引。

综合7间券商预测,中国铁塔今年上半年EBITDA料介乎222亿至278.19亿元,较2018年同期209.07亿元,按年升6.2%至33.1%;中位数为223.93亿元,按年升7.1%。

下表列出13间券商对其评级及目标价:

券商│投资评级│目标价(元)

星展唯高达│买入│3.1元

野村│买入│2.56元

瑞信│跑赢大市│2.55元

摩根士丹利│增持│2.5元

中金│跑赢行业│2.5元

Jefferies│买入│2.46元

汇丰环球研究│买入│2.41元

美银美林│买入│2.3元

高盛│中性│2.22元

花旗│中性│2.05元

摩根大通│中性│1.95元

瑞银│中性│1.92元

大和│沽售│1.36元

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