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《大行报告》大摩联通冀夥中电信共建5G网符预期但消息利淡中兴(00763.HK)
阿思达克 08-15 15:19

摩根士丹利发表报告表示,联通(00762.HK)管理层今日在业绩介简会上指,冀夥中电信(00728.HK)共建5G网络,此大致符合该行预期,虽然情况仍未明朗,但或会降低市场原本对三大电讯商各自建设无线网络的预期。该行相信消息会利淡中兴通讯(00763.HK)股价。

该行估计,中移动(00941.HK)5G资本开支总额,大体会与联通加上中电信两公司总额相当。

大摩重申对中兴「增持」评级,指现价已接近该行对其熊情况的目标价(16.5元),予其基本情境目标价为26元,此相当预测2020年市盈率22倍。

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