富瑞:料9月內地電訊業移動收入回覆正增長 看好聯通(0762.HK)
富瑞發表研究報告表示,在按年連跌5個月後,8月份內地電訊業收入錄得按年增長1.3%,更重要是8月份移動收入按月上升2.6%,是自今年4月份以來首次錄得按月升幅,雖然按年仍下跌2.5%,但跌幅已收窄,預期9月移動收入可回覆按年正增長,該行看好聯通(0762.HK),因其取得4G市佔率的速度加快、行業的移動收入增長復升、固網業務增長強勁,以及聯通與中電信(0728.HK)共建5G網絡。
該行指,預期9月內地電訊業移動收入按年回覆正增長,主要由於去年基數較低,以及市場競爭趨向更為理性,此舉將有利整個電訊行業,尤其聯通及中移動(0941.HK)。8月份移動數據按年增長仍強勁達72%,若每單位數據的價格按年跌幅趨温和,料移動數據收入將可輕易錄回覆雙位數增長。
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