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《大行报告》花旗下调中国铁塔(00788.HK)目标价至1.6元 评级「中性」
阿思达克 08-12 11:52
花旗发表的研究报告指,中国铁塔(00788.HK)上半年盈利逊预期,期内净利按年升16.9%至29.78亿元人民币,差过该行及市场预期,该行认为公司的电讯收入增长受压,而5G增长亦有挑战,将限制其重估潜力,维持「中性」评级,目标价由1.72元降至1.6元。

该行指出次季公司收入按年增5.4%,上半年塔类业务收入按年升1.6%,意味5G增长未见显着,而上半年有97%的5G建设需求可透过共享现有资源满足。期内来自中移动(00941.HK)的收入按年升0.6%,而来自联通(00762.HK)及中电信(00728.HK)的收入分别按年升5.6%及6.6%。上半年公司资本开支按年增60.6%至143亿元人民币,今年指引为280亿元人民币。(el/u) ~

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