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瑞信维持中国铁塔(0788.HK)“跑赢大市”评级目标价2.55港元
格隆汇 08-07 16:52
瑞信报告指中国铁塔(0788.HK) 上半年收入轻微高过预期,EBITDA轻微差过预期。公司总收入按年升7.5%,较2018年全年按年上升4.6%的幅度有所加速,铁塔业务收入由2018年按年上升2.3%加速至期内按年上升5.1%,跨行业站址应用与信息业务(TSSAI)及分布式天线系统(DAS)业务收入分别按年升125.4%及52.2%,提供进一步增长动力。
该行指,中国铁塔上半年收入、EBITDA及纯利相当于该行全年预期(该行预期高过市场预期)的48.3%、49.4%及41.8%。由于数据使用量增加以及5G部署的网络密集度增加,公司成为结构性增长的受益者,瑞信维持该股“ 跑赢大市 ”评级,目标价2.55港元。
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