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鐵塔(00788.HK)首三季多賺18% 惟股價向上受制50天線午後倒跌逾2%
阿思達克 10-20 14:02
中國鐵塔(00788.HK)首三季多賺18%,該股承過去兩連升勢,今天略高開於1.4-1.41元橫行半日,始終未能突破50天線(1.42元)後,午後獲利盤湧現,股價考驗10天線(1.35元),最低見1.35元,現造1.36元,倒跌2.2%,成交增至近4.73億股,涉資6.59億元。

鐵塔昨天收市後公布,今年首三季利潤按年增近18%至45.64億元人民幣(下同)。期內,營收按年升5.6%至602.2億元;EBITDA按年升5.4%至440.19億元。

野村指鐵塔今年第三季盈利及收入均見改善分別增長19.7%及7.2%,相信是受惠5G推出及非鐵塔業務快速擴張。報告指,鐵塔在非鐵塔業務中正處於較好的擴張位置,其可利用鐵塔基建作槓桿,減輕依賴電訊公司集中風險,維持「買入」評級及看2.1元不變。

摩通也指,鐵塔經歷兩季令人失望業績後,今年第三季收入、EBITDA及盈利分別增長7%、7%及20%,相信是次收入和EBITDA表現應可紓緩投資者憂慮,料不會導致股價下跌,但由於營運商正在努力控制成本及與營運商簽署《商務定價協議》至2022年到期,料屆時會發生變化,故相信股份獲重估機會不大,維持「中性」評級,目標價1.65元。

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