《大行報告》美銀證券下調聯通(00762.HK)目標價至8.8元 評級「買入」
美銀證券發表報告表示,預期聯通(00762.HK)上半年收入升2.3%至14.82億元人民幣,EBITDA升2.3%至507億元人民幣,純利升14.8%至79億元人民幣。相信投資者關心其5G發展策略、商用互聯網增長動力、及與中電信(00728.HK)共建共享之策略協同效應。
該行指,因應新冠肺炎影響,令內地首季5G延期,相信內地電訊商正加緊追回時間,目前公司並未公布有關5G的訂戶量,但相信市場會關心其策略和目標是否有變。
該行降聯通2020至2022年每股盈利預期3-14%,以反映手機銷售下降、更高的折舊開支,目標價由10元降至8.8元,評級「買入」。
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