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汇丰研究:降中资三大电讯股目标价 但均维持“买入”评级
格隆汇 10-10 17:16
汇丰研究发表报告,指出在考虑到对中国铁塔(0788.HK) 更低的预测及调低评级至“ 沽售 ”后,亦调低了中移动(0941.HK) 、中国联通(0762.HK) 及中国电信(0728.HK) 的目标价1至5%。对中国铁塔的最新公允值是1950亿元人民币,而早前是3000亿元人民币。
该行指出,中国铁塔的投资评级下降对中国联通的影响最大,该行对其目标价下调4.6%至10.4港元,对中国电信及中移动的目标价则分别下调4.2%及1.3%,至4.6港元及78港元。重申中移动、中国联通及中国电信“ 买入 ”投资评级,预计5G的推出将会较市场预期更渐进。
汇丰研究列出中资电讯股的目标价及投资评级如下:

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