三大中资电讯股逆升1%-3%绩後获汇丰里昂看好中移动(00941.HK)追弹重越10天线
虽然恒指及国指今天续弹後软，现造26,047及10,031，倒跌0.3%及0.1%。不过，三大中资电讯股今天逆市造好，尤其是绩後获里昂及汇丰升级至「买入」分别看87元及81元的中移动(00941.HK)扭两连跌追弹，股价由逾五年收市低位重越10天线(65.1元)，最多弹4.6%高见65.95元，现造65.15元，弹3.3%，为最强蓝筹，成交增至2,427万股，涉资15.8亿元。
联通(00762.HK)由至少逾八年低位连弹第二天，最高见7.28元，现造7.23元，续弹1%。中电信(00728.HK)由逾一年低位连弹第三天，现造3.44元即市高位，反覆续弹2.1%。
中移动昨午公布，中期纯利按年减少14.6%至561亿元人民币(下同)，接近本网此前综合8间券商预测范围(555.51-621.95亿元)下限；每股盈利为2.74元，中期股息按年减少16%至1.527港元，但管理层指会力争全年股息保持平稳。期内，营收按年仅降0.6%至3,894亿元(接近券商预测上限)。EBITDA按年升3.6%至1,511亿元(高於券商预测中位数1,485亿元)，EBITDA率按年提升1.6个百分点至38.8%。
中移动执董兼财务总监董昕昨天於业绩发布会上指，上半年纯利下跌主要受累取消流量漫游，但他预计集团下半年收入将重现增长及净利润跌幅也会收窄，且公司会维持稳定派息政策。董事长杨杰则指，虽然2020-2022年为5G投资高峰期，但公司将透过产业链共同努力等，控制总投资不大幅增加。
中移动绩後大行看法分歧，但综合15间券商目标价仍介乎65-102元，其中瑞信、瑞银、里昂、Jefferies、野村及美银美林目标价较进取达85-102元，评级均为「买入」或「跑赢大市」；而较保守的中金、瑞穗、大摩及摩通只予目标价介乎65-70元。
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