三大中資電訊股逆升1%-3%績後獲匯豐里昂看好中移動(00941.HK)追彈重越10天線
雖然恆指及國指今天續彈後軟，現造26,047及10,031，倒跌0.3%及0.1%。不過，三大中資電訊股今天逆市造好，尤其是績後獲里昂及匯豐升級至「買入」分別看87元及81元的中移動(00941.HK)扭兩連跌追彈，股價由逾五年收市低位重越10天線(65.1元)，最多彈4.6%高見65.95元，現造65.15元，彈3.3%，為最強藍籌，成交增至2,427萬股，涉資15.8億元。
聯通(00762.HK)由至少逾八年低位連彈第二天，最高見7.28元，現造7.23元，續彈1%。中電信(00728.HK)由逾一年低位連彈第三天，現造3.44元即市高位，反覆續彈2.1%。
中移動昨午公布，中期純利按年減少14.6%至561億元人民幣(下同)，接近本網此前綜合8間券商預測範圍(555.51-621.95億元)下限；每股盈利為2.74元，中期股息按年減少16%至1.527港元，但管理層指會力爭全年股息保持平穩。期內，營收按年僅降0.6%至3,894億元(接近券商預測上限)。EBITDA按年升3.6%至1,511億元(高於券商預測中位數1,485億元)，EBITDA率按年提升1.6個百分點至38.8%。
中移動執董兼財務總監董昕昨天於業績發佈會上指，上半年純利下跌主要受累取消流量漫遊，但他預計集團下半年收入將重現增長及淨利潤跌幅也會收窄，且公司會維持穩定派息政策。董事長楊杰則指，雖然2020-2022年為5G投資高峰期，但公司將透過產業鏈共同努力等，控制總投資不大幅增加。
中移動績後大行看法分歧，但綜合15間券商目標價仍介乎65-102元，其中瑞信、瑞銀、里昂、Jefferies、野村及美銀美林目標價較進取達85-102元，評級均為「買入」或「跑贏大市」；而較保守的中金、瑞穗、大摩及摩通只予目標價介乎65-70元。
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