《大行報告》中移動(00941.HK)投資評級及目標價(表)
中移動(00941.HK)將於本周四(8日)公布截至今年6月底止中期業績,受上客增長放緩、無限數據計劃及數據漫遊收費取消影響,本網綜合8間券商預測,中移動今年上半年純利料介乎555.51億至621.95億元人民幣,較2018年同期656.41億元,按年減少5.2%至15.4%;中位數為608.9億元人民幣,按年減少7.2%,關注資本開支指引。
綜合8間券商預測,中移動上半年除息稅折舊攤銷前溢利(EBITDA)介乎1,358.12億至1,530.24億元,較2018年同期1,459億元,按年減少6.9%至增長4.9%,中位數為1,485億元人民幣,按年增長1.8%。
下表列出15間券商對其評級及目標價:
券商│投資評級│目標價(元)
美銀美林│買入│102元野村│買入│96元花旗│買入│98元
星展唯高達│買入│94.7元
Jefferies│買入│92.09元
里昂│跑贏大市│87元
匯豐環球研究│持有│85元
瑞信│跑贏大市│84.5元高盛│中性│83元法巴│持有│82元
大和│跑贏大市│79.6元
國泰君安│中性│77元
摩根士丹利│減持│70元中金│中性│65元
瑞穗│跑輸大市│63.3元
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