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野村:中兴通讯(0763.HK)业务持续复苏 维持“买入”评级
格隆汇 08-28 14:50

野村发表研究报告指出,中兴通讯(0763.HK)中期业绩反映公司业务持续复,而5G需求亦将为集团带来发展商机,野村维持中兴通讯“买入”的评级,目标价仍是28港元。中兴通讯上半年录得纯利14.7亿人民币,扭转去年同期的78.2亿人民币亏损的劣势,但今年中期纯利仍略低之前预告12-18亿人民币的中间数。中兴通讯预期,今年首9个月纯利约38-46亿人民币,相当于第三季纯利按年增加313-454%,主要因为业务持续复苏以及第三季录得一次性的卖地收益。

野村相信,中兴通讯已大致从去年美国禁令打击中复甦过来,而其电讯设备业务也重拾增长动力,而动力不仅来自国内,海外市场需求亦见增加。再者,中兴通讯也将受惠于下半年显现的5G商机。

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