瑞信升联通(0762.HK)评级至“跑赢大市”目标价维持8.55港元
瑞信发表报告指,联通(0762.HK)
上半年业绩符预期,主因受提速降费及激烈市场竞争等影响,第二季手机服务收益按年下跌8.1%,不过固网业务收入按年升7.2%。
至于联通上半年EBITDA按年增8.4%,主要是受到国际财务报告准则16的影响,纯利升16.3%,反映公司盈利持续复苏。该行引述联通管理层表示,公司与中电信(0728.HK)及中移动(0941.HK)均有洽谈合作,与该行一直预期的一致,所以不会因此而改变对联通资本开支的预测。该行将联通评级由“
中性
”升至“
跑赢大市
”,目标价维持8.55港元。
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