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上季純利呈正增長獲券商看好中移動續升3% 今明放榜中電信及聯通急漲8%-10%
阿思達克 10-21 13:48
中移動(00941.HK)第三季純利同比錄得正增長,績後券商普遍維持看好,該股今天突破20天及10天線,現造51.45元即市高位,續升3%,成交增至2,217萬股,涉資11.29億元。

中移動公布,第三季利潤按年呈正增長。累計首三季純利按年微降0.3%至816億人民幣。期內,營收按年升1.4%至5,744億元人民幣;EBITDA按年降3.8%至2,169億人民幣。瑞銀、麥格理、摩通、花旗、瑞信、大摩及美銀績後給予中移動「買入」、「增持」或「跑贏大市」評級,目標價介乎68-90元,瑞銀目標價最保守。其中大摩指中移動第三季服務收入略高該行原先預期1.6%,期內純利大致符合預期;另截至今年9月5G業務在內地滲透率12%,5G服務累計上客達1.14億戶,並指公司盈利迎來拐點正如期推進,重申「增持」評級看80元。花旗料中移動旗下移動業務於今年末季收入可持續增長,加上穩定派息指引及盈利透明度可提振其股價,維持「買入」評級看76元。

市場憧憬將於今天及明天先後放榜的聯通(00762.HK)及中電信(00728.HK)第三季業績表現理想,前者股價承昨天扭三連跌重越10天線勢,今天進一步升破牛熊線(5.75元)後,升幅擴大,午後高見5.95元,現造5.93元,續漲9.8%,成交已達6,532萬股;後者股價突破50天線(2.5元),最高見2.62元,暫受制牛熊線(2.71元),現造2.58元,回升8%,成交增至7,680萬股。

美銀上周三維持對三大中資電訊股「買入」評級,主要基於5G服務有望提升ARPU增長,以及嚴格控制資本支出兼估值不高,中移、中電信及聯通目標價分別為90元、4元及8.8元。此外,花旗上周四也維持三大中資電訊股「買入」評級,以反映三大電訊商今年首三季建設5G基站數量大超計劃,並料今年有望超額完成5G基站建設目標,並更看好中電信,主因是市場份額呈上升趨勢和股息收益率超過5%。

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