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《大行報告》大摩中國鐵塔(00788.HK)上半年盈利遜預期重申「增持」評級
阿思達克 08-07 15:10

摩根士丹利發表研究報告,指出中國鐵塔(00788.HK)第二季的收入及EBITDA分別增長0.9%及2.4%,均低過該行預期。然而,由於營運商在5G資本開支周期前收緊了成本控制,因此第二季的表現疲弱是在市場的預期之內。至於上半年公司盈利按年增長111%至25億元人民幣,同樣較該行預期低4.3%,意味第二季盈利12.6億元人民幣,按年增長52%,低於該行預測的13.8億元人民幣。

大摩認為,5G網絡部署的潛在加速會是鐵塔的催化劑,重申公司「增持」投資評級,目標價2.5元。

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