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富瑞:予中联通(0762.HK)“买入”评级 列为行业首选股
格隆汇 09-20 12:02

富瑞发表研究报告指,中联通(0762.HK)在上月增加500万4G用户,为自去年下半年以来的增长最高。而2G重耕能改善中联通的覆盖及减低其网络利用率,使其能在加速4G用户增长。该行料中联通手机收入能在下半年回复按年增长,继续评为行业首选股。

富瑞表示,虽然中移动(0941.HK)及中电信(0728.HK)的8月份数据仍未公布,但认为中联通很大机会已抢占市场份额,中电信的用户则有机会减少。该行予中联通“买入”投资评级,目标价23.86港元。

富瑞指,中联通现时的4G渗透属三间电讯商中最低,但料其能分别在2019/2020年末达到79%/84%渗透率。

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