摩通:料中移動(0941.HK)不會投資巴西電訊商Oi
摩通發表的研究報告指,巴西傳媒指華為及中移動(0941.HK)
或聯手投資經營困難的巴西電訊商Oi,華為早前已否認有興趣,該行不認為中移動正考慮投資巴西電訊商Oi,但有可能曾就其狀況作出查詢。
該行指出在2017年底至2018年初曾有廣泛報道指中電信(0728.HK)
有興趣收購Oi,但對其是否真的有興趣仍存疑問。該行指出中國的電訊商一向對海外併購持開放態度,故會向很多潛在的收購機會進行研究,但他們對海外投資方面傾向審慎、保守,考慮到巴西地理位置較遠,加上與本地電訊營運協同效應有限,而Oi財務狀況亦欠佳,不符中國電訊商海外投資的條件,所以認為作出重大投資的可能性極微。
此外,中資電訊商可選擇將風險較高、較難預測的投資放在母公司層面,有助為上市公司股東帶來更多保障,以中移動為例其母公司於2007年收購了巴基斯坦電訊商PAKTEL,而中電信母公司去年亦進入了菲律賓電訊市場。
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