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铁塔(00788.HK)首三季多赚18% 惟股价向上受制50天线午後倒跌逾2%
阿思达克 10-20 14:02
中国铁塔(00788.HK)首三季多赚18%,该股承过去两连升势,今天略高开於1.4-1.41元横行半日,始终未能突破50天线(1.42元)後,午後获利盘涌现,股价考验10天线(1.35元),最低见1.35元,现造1.36元,倒跌2.2%,成交增至近4.73亿股,涉资6.59亿元。

铁塔昨天收市後公布,今年首三季利润按年增近18%至45.64亿元人民币(下同)。期内,营收按年升5.6%至602.2亿元;EBITDA按年升5.4%至440.19亿元。

野村指铁塔今年第三季盈利及收入均见改善分别增长19.7%及7.2%,相信是受惠5G推出及非铁塔业务快速扩张。报告指,铁塔在非铁塔业务中正处於较好的扩张位置,其可利用铁塔基建作杠杆,减轻依赖电讯公司集中风险,维持「买入」评级及看2.1元不变。

摩通也指,铁塔经历两季令人失望业绩後,今年第三季收入、EBITDA及盈利分别增长7%、7%及20%,相信是次收入和EBITDA表现应可纾缓投资者忧虑,料不会导致股价下跌,但由於营运商正在努力控制成本及与营运商签署《商务定价协议》至2022年到期,料届时会发生变化,故相信股份获重估机会不大,维持「中性」评级,目标价1.65元。

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