You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》高盛料內地加快5G建設 中興及京信通信受惠籲買入
阿思達克 12-24 10:37

高盛發表報告表示,中國工信部原部長李毅中早前表示,料內地將公布全國未來七年將建設600萬個5G基站,而該行目前料內地同期將建500萬個5G基站,據李毅中指中國在11個城市今年已建15萬至18萬個5G基站(該行預測為16萬個),從李氏言論支持了該行對中國5G快速發展的觀點,而該行估計中國於2019年至2021年每年各建16萬、100萬及110萬個5G基站。

該行認為,中興通訊(00763.HK)、深南電路(002916.SZ)、京信通信(02342.HK)將可明顯受惠5G設備發展空間,料卓勝微電(300782.SZ)可受惠於智能手機的供應鏈。

高盛表示,中興為內地電訊設備領先供應商,在內地無線電訊設備市佔率30%,相信公司可受惠於中國加快推動5G發展,在5G周期下維持其市場份額,予其「買入」投資評級,12個月目標價為33.6元,此相當預測2020年市盈率20倍。而該行予京信通信「買入」投資評級,12個月目標價為2.6元,此相當預測2021年市盈率15倍。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account