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《大行報告》瑞銀:鐵塔(00788.HK)收入增長改善 具備重估潛力
阿思達克 11-03 10:04
瑞銀發表報告表示,預期內地5G發展下,電信業務收入將長期支持中國鐵塔(00788.HK)穩定增長,維持對其「買入」評級及目標價2.26元。

該行指,中國鐵塔管理層在電話會議中透露,隨著電信公司將其5G覆蓋範圍擴展到更偏遠的地區,將需要建設更多新基站,對公司電信業務租金增長有正面影響,料未來收入會以可持續穩定速度增長。

瑞銀指出,中國鐵塔承諾若有足夠的自由現金流,便會向董事會提出提高派息比率的建議,考慮到基本面處於低位,相信隨著收入增速持續改善,中國鐵塔有重估潛力。

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