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《大行报告》美银证券下调联通(00762.HK)目标价至8.8元 评级「买入」
阿思达克 07-15 10:09
美银证券发表报告表示,预期联通(00762.HK)上半年收入升2.3%至14.82亿元人民币,EBITDA升2.3%至507亿元人民币,纯利升14.8%至79亿元人民币。相信投资者关心其5G发展策略、商用互联网增长动力、及与中电信(00728.HK)共建共享之策略协同效应。

该行指,因应新冠肺炎影响,令内地首季5G延期,相信内地电讯商正加紧追回时间,目前公司并未公布有关5G的订户量,但相信市场会关心其策略和目标是否有变。

该行降联通2020至2022年每股盈利预期3-14%,以反映手机销售下降、更高的折旧开支,目标价由10元降至8.8元,评级「买入」。

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