《大行报告》中移动(00941.HK)投资评级及目标价(表)
中移动(00941.HK)将於本周四(8日)公布截至今年6月底止中期业绩,受上客增长放缓、无限数据计划及数据漫游收费取消影响,本网综合8间券商预测,中移动今年上半年纯利料介乎555.51亿至621.95亿元人民币,较2018年同期656.41亿元,按年减少5.2%至15.4%;中位数为608.9亿元人民币,按年减少7.2%,关注资本开支指引。
综合8间券商预测,中移动上半年除息税折旧摊销前溢利(EBITDA)介乎1,358.12亿至1,530.24亿元,较2018年同期1,459亿元,按年减少6.9%至增长4.9%,中位数为1,485亿元人民币,按年增长1.8%。
下表列出15间券商对其评级及目标价:
券商│投资评级│目标价(元)
美银美林│买入│102元野村│买入│96元花旗│买入│98元
星展唯高达│买入│94.7元
Jefferies│买入│92.09元
里昂│跑赢大市│87元
汇丰环球研究│持有│85元
瑞信│跑赢大市│84.5元高盛│中性│83元法巴│持有│82元
大和│跑赢大市│79.6元
国泰君安│中性│77元
摩根士丹利│减持│70元中金│中性│65元
瑞穗│跑输大市│63.3元
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