汇丰研究降中国铁塔(0788.HK)评级至“持有”下调中资电讯股目标价
汇丰环球研究下调中国铁塔(00788.HK)投资评级,由“买入”降至“持有”,目标价由2.36港元降至1.97港元。该行因应中国联通(00762.HK拟与中国电信(00728.HK)协议共享5G网络,下调中国铁塔中期出租率预测,由1.68倍降至1.54倍。该行预期中国联通与中国电信短期内会达成有关协议。
该行亦调整中国三大电讯商的目标价,中移动(00941.HK)、中国联通及中国电信的最新目标价分别降至79港元、10.9港元及4.8港元,均维持“买入”评级。该行认为,中移动上周公布派息较预期理想,为中资电讯股带来额外支持。观望中国电信周四(22日)业绩,与及网络分享协议的进一步宣布。
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