富瑞:予中聯通(0762.HK)“買入”評級 列為行業首選股
富瑞發表研究報告指,中聯通(0762.HK)在上月增加500萬4G用户,為自去年下半年以來的增長最高。而2G重耕能改善中聯通的覆蓋及減低其網絡利用率,使其能在加速4G用户增長。該行料中聯通手機收入能在下半年回覆按年增長,繼續評為行業首選股。
富瑞表示,雖然中移動(0941.HK)及中電信(0728.HK)的8月份數據仍未公佈,但認為中聯通很大機會已搶佔市場份額,中電信的用户則有機會減少。該行予中聯通“買入”投資評級,目標價23.86港元。
富瑞指,中聯通現時的4G滲透屬三間電訊商中最低,但料其能分別在2019/2020年末達到79%/84%滲透率。
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