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摩通降中移动(0941.HK)评级至“中性”目标价下调至70港元
格隆汇 08-09 12:04
摩根大通发表报告指,中移动(0941.HK) 上半年经历了艰难时间,业绩差过市场预期,该行料市场会下调其盈利预测。该行将其目标价由90港元大幅削减至70港元,且评级由“ 增持 ”下降至“ 中性 ”,以反映移动业务表现逊色、人民币疲弱及中国铁塔(0788.HK) 的剥离。
报告解释,中移动的移动业务差过预期,上客量增长放缓以及每用户平均收入(ARPU)跌幅加快,是拖累公司被下调预测的主因。该行更认为,即将实施的携号转台会对中移动带来轻微负面影响,但对中电信(0728.HK)及联通(0762.HK)则有正面作用。
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