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瑞银下调联通(0762.HK)目标价至10港元维持“买入”评级
格隆汇 08-15 13:07
瑞银发表研究报告,指联通(0762.HK) 上半年纯利大致符预期,公司计划与中电信(0728.HK) 共同建设5G是利好因素,投资者预期中电信和联通会共同建设部份地区,惟管理层指两者在5G项目上使用同一基站,长远有助降低资本开支,维持“ 买入 ”评级,目标价由10.64港元降至10港元。该行大致维持盈利预期。
该行指,在与中电信合作的问题上,预期执行仍需有更多细节,包括建设地区、相关网络的使用程序、员工的配置等,管理层相信需待问题解决才可落实,预期下周中电信的发布会上可能有更多的解释。
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