中移动(0941.HK)遭摩通降级至中性但中银国际里昂升级至买入
投资银行对中移动(0941.HK)业绩意见分歧,其中,摩根大通将其评级下调至“中性”,目标价亦由90港元降至70港元,虽然花旗将中移动目标价从95港元下调至82港元,但维持“买入”评级,而中银国际和里昂更将中移动评级上调至“买入”。
摩通发表研究报告指出,中移动业务形势逊预期,同时考虑到近期人民币汇率波动等因素,下调其评级至「中性」。摩通表示,公司移动业务势头今年出现放缓,且比预期更疲弱,新增用户出现减速,每用户平均收入(ARPU)更加速下滑。今年稍后携号转网落地后,可能对中移动温和利空,同时对其对手中国联通和中国电信提供利好。
另外,瑞穗将中移动评级由“减持”上调至“中性”;目标价由63.3港元升至66.1港元,中银国际将中移动评级上调至“买入”;目标价78港元。
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