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《大行报告》Jefferies料三大中资电讯股短期股价受压 惟基本面续改善
阿思达克 01-07 09:36
Jefferies发表研究报告,指纽交所再度启动三大中资电讯股的除牌程序,相信近日一系列的转(车太)行动,反映美国政府内部有分歧意见,但最终结果需待三大电讯股公布是否被被入禁止买卖名单。

该行指,对於纽交所的行动存有多项疑问,包括为何纽交所没有对中海油(00883.HK)采取同样的行动,为何纽交所在最终决定前急於采取行动。

该行表示,虽然短期中资三大电讯股将受压,但基本面仍然有改善,会吸引其余地区的投资者,认为是一个好的吸纳机会,该行对喜爱次序为中电信(00728.HK)、联通(00762.HK)和中移动(00941.HK)。

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