《大行报告》野村下调铁塔(00788.HK)目标价至1.63元 评级「买入」
野村发表研报指,受三大电信商成本控制措施所拖累,中国铁塔(00788.HK)第三季度业务增长缓慢,并预期第四季情况将持续。
但该行指出,5G需求有望触底回升,展望未来随着5G网络覆盖强度提高,认为对新基站的需求也会相应增长,为中国塔楼核心业务带来更好收入增长动力,而今年的低基数也为明年潜在增长打好基础,维持「买入」评级。
野村将2020至2022年盈利预测下调6.4%至10%,以反映铁塔业务增长放缓,下调目标价至1.63元。
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