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《大行報告》匯豐研究降中國鐵塔(00788.HK)評級至「持有」下調中資電訊股目標價
阿思達克 08-19 11:16

匯豐環球研究下調中國鐵塔(00788.HK)投資評級,由「買入」降至「持有」,目標價由2.36元降至1.97元。該行因應中國聯通(00762.HK)擬與中國電信(00728.HK)協議共享5G網絡,下調中國鐵塔中期出租率預測,由1.68倍降至1.54倍。該行預期中國聯通與中國電信短期內會達成有關協議。

該行亦調整中國三大電訊商的目標價,中移動(00941.HK)、中國聯通及中國電信的最新目標價分別降至79元、10.9元及4.8元,均維持「買入」評級。該行認為,中移動上周公布派息較預期理想,為中資電訊股帶來額外支持。該行觀望中國電信周四(22日)業績,與及網絡分享協議的進一步宣布。

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