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野村:降中國鐵塔(0788.HK)目標價至2.15港元 評級“買入”
格隆匯 07-08 12:39

野村將中國鐵塔(0788.HK)目標價由2.35港元降至2.15港元,維持“買入”評級。

野村稱,雖然受目前國際局勢影響,最近中國鐵塔的5G供應鏈似乎趨於停滯,但野村認為雖然目前仍處於5G推出的早期階段,但電訊運營商今年如期增加約68萬個新5G基站 ,即意味着第一季受公共衞生事件影響暫停後,基站計劃將逐步加速。

野村還指出,中國鐵塔作為塔站點服務的主要供應商,認為公司應受益於中國5G網絡需求的增長。同時,預計該公司租賃率和社會資源利用率將穩步提高,這將確保中國鐵塔的可持續利潤和現金流,從而為公司帶來更好股息增長。

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