《大行報告》花旗料中移(00941.HK)可藉母企與廣電共建5G節省資本開支 重申「買入」評級
就中移動(00941.HK)公布,母公司中國移動通信集團已與中國廣播電視網絡訂立5G共建共享合作框架協議,雙方將共同投資建設700MHz5G無線網絡,花旗發表報告表示,相信合作有利上市公司中移動未來控制在內地5G的資本開支上升風險。
該行估計,中移動仍會以2.6GHz作為5G頻譜的主流,料700MHxz將於2021年之後會變得更加重要,並相信上述合作有助中移動長期的5G網絡質素,而中移動亦可藉合作向旗下客戶推廣中國廣電的服務內容。該行重申對中移動「買入」投資評級及目標價78元。
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