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《大行報告》美銀證券升中通服(00552.HK)評級至「中性」 目標價下調至6.4元
阿思達克 02-25 10:12
美銀證券發表研究報告指中通服(00552.HK)估值符合其歷史市盈率,相信大部分負面新聞已於股價反映,將其評級由「跑輸大市」調升至「中性」,目標價則由6.8元降至6.4元。 該行指,預期公司去年收入升10.4%至1,172億元人民幣(下同),毛利升10.8%至143億元,純利升11.7%至32億元,相信一如近幾年除了末期息還會派發特別股息,派息比率為30%。 該行表示,因應新型冠狀病毒疫情爆發,部份電訊基建工作會延至下半年,相信公司上半年相關收入會有影響,同時市場亦正待「雙百行動」(國企改革)的細節出台,預期將有員工股權激勵計劃。
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