港股異動 | 中國鐵塔漲5.45% 明年底全球將有2億5G用户
格隆匯12月17日丨中國鐵塔(0788.HK)漲5.45%,報1.74港元,成交13.43億港元,總市值3062.55億港元。近日,高通總裁安蒙提供了幾組5G相關的數據及預測。截至目前,全球超過40家運營商部署了5G網絡,超過40家終端廠商宣佈推出5G終端。高通預計,到2020年底,全球將有2億5G用户,到2022年,全球5G智能手機累計出貨量預計將超過14億部;到2025年,全球5G的連接設備數預計將達28億個。興業證券研究所副所長張憶東近日發佈研報,認為中國鐵塔目前在國內處於壟斷地位,目前公司EBITDA率為58.2%,但未來伴隨5G網絡建設,公司站址的規模效應將逐步體現,利潤率將逐步提升。此外公司現金流穩定,未來有望保持50%以上的分紅比例。目前公司最近四個季度EV/EBITDA僅為9.86,伴隨公司價值逐步被市場認可,估值有望進一步提升。
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