富瑞:料電訊手機收入前景向好 首選中聯通(0762.HK)及中電信(0728.HK)
富瑞發表研究報告指,電訊行業10月份收入按年增長2.1%,增幅全年最高,而手機收入按年增長5.1%及按月增長0.4%,為今年首月的按年正面增長數字,該行相信能帶動明年的增長前景。
富瑞表示,中聯通(0762.HK)10月份的4G淨增用户按月下跌82%,表現令人失望,相信受傳銷成本控制收緊所致。但富瑞相信中聯通的手機收入及EBITDA正在恢復,而中聯通及中電信(0728.HK)仍為該行的行業首選股份。
富瑞預期,電訊商近期取消無限數據計劃及4G的超平宜宣傳套餐,加上電訊商推出較高價格的5G套餐計劃,相信有助行業的手機收入在2020/2021年回覆增長。
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