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《大行报告》杰富瑞中移动(00941.HK)业绩逊市场预期派息令人失望
阿思达克 08-08 14:43

杰富瑞(Jefferies)发表报告表示,中移动(00941.HK)今年上半年业绩符预期,按IFRS16前基准计算,公司上半年EBITDA下滑4.6%,优於该行原预期2.5%,但低於市场预期6.5%,期内纯利按年下滑14.6%至560亿元人民币,符合该行预期,但低於市场预期17%。

该行指,中移动近月股价已回落9%,相信已反映中期业绩疲弱,但指派息仍然令人失望,中期息按年回落16.4%,但中期派息比率则微升1个百分点。

杰富瑞表示,中移动上半年资本开支850亿人民币,按年增长7%,相当於该行对其2019年全年预预测50.3%,同时无表示改变今年资本开支预算。该行称,将等待中移动稍後所举行分析员会议,关注公司最新资本开支指引包括5G领域投入。该行表示,维持对中移动「买入」评级及目标价92.09元。

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