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匯豐研究:降中資三大電訊股目標價 但均維持“買入”評級
格隆匯 10-10 17:16
匯豐研究發表報告,指出在考慮到對中國鐵塔(0788.HK) 更低的預測及調低評級至“ 沽售 ”後,亦調低了中移動(0941.HK) 、中國聯通(0762.HK) 及中國電信(0728.HK) 的目標價1至5%。對中國鐵塔的最新公允值是1950億元人民幣,而早前是3000億元人民幣。
該行指出,中國鐵塔的投資評級下降對中國聯通的影響最大,該行對其目標價下調4.6%至10.4港元,對中國電信及中移動的目標價則分別下調4.2%及1.3%,至4.6港元及78港元。重申中移動、中國聯通及中國電信“ 買入 ”投資評級,預計5G的推出將會較市場預期更漸進。
匯豐研究列出中資電訊股的目標價及投資評級如下:

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