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大摩中电信(0728.HK)次季如预期跑赢同业评级“增持”
格隆汇 08-23 14:24

摩根士丹利发表研究报告,指中电信(00728.HK)第二季表现跑赢同业,并符合该行预期。期内,服务收入及EBITDA符合该行预期,纯利较该行预期高出3%,在行业收入整体下跌的情况下,公司是唯一一家录得服务收入及EBITDA增长的营运商。

大摩提到,中电信预期全年的总资本开支780亿元人民币,当中5G的资本开支为90亿元人民币,并重申与联通(00762.HK)重建共享5G网络的愿景。该行维持公司“增持”投资评级,目标价4.8港元,在行业中看好中电信及联通,多于中移动(00941.HK)。

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