《大行报告》大摩:中电信(00728.HK)第二季业绩符预期 5G业务趋势强劲
摩根士丹利发表报告指,中电信(00728.HK)今年第二季业绩符预期,其中服务收入按年增长4.3%,对比中移动(00941.HK)及联通(00762.HK)分别升2.1%及5.9%。另外,中电信次季纯利按年保持稳定,大致符合该行预期,手机及固网ARPU按年跌幅亦见收窄。
该行表示,集团5G业务趋势强劲,今年6月的5G套餐用户渗透率达11%,ARPU提升了10%,平均5G的ARPU达80.6元人民币。
大摩维持中电信「增持」评级,目标价3.4元。
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