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《大行報告》中國鐵塔(00788.HK)投資評級及目標價(表)
阿思達克 08-05 15:56

中國鐵塔(00788.HK)將於本周三(7日)公布今年中期業績,由於預期受惠於減省利息成本,本網綜合6間券商預測中國鐵塔今年上半年純利預測介乎25億至34.68億元人民幣(下同),較2018年中期12.1億元,按年升106.6%至186.6%;中位數為26.24億元,按年升1.17倍。市場料塔類業務維持穩建增長、營運商新增4G擴容需求,室分業務快速放量,投資者關注公司淨利潤率及下半年資本開支指引。

綜合7間券商預測,中國鐵塔今年上半年EBITDA料介乎222億至278.19億元,較2018年同期209.07億元,按年升6.2%至33.1%;中位數為223.93億元,按年升7.1%。

下表列出13間券商對其評級及目標價:

券商│投資評級│目標價(元)

星展唯高達│買入│3.1元

野村│買入│2.56元

瑞信│跑贏大市│2.55元

摩根士丹利│增持│2.5元

中金│跑贏行業│2.5元

Jefferies│買入│2.46元

匯豐環球研究│買入│2.41元

美銀美林│買入│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

瑞銀│中性│1.92元

大和│沽售│1.36元

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