《大行报告》瑞信:美投资禁令中移动(00941.HK)受压 调整为非美投资者带来机会
瑞信发表亚太区电讯行业展望报告,予「减持」评级,相信行业会呈周期性跑输大市,相信市场会关注市场竞争、5G业务货币化面临挑战,指区内GDP放缓令手机收入受压,新冠疫情亦令相关漫游收入大幅下降。
该行表示,在亚太区电讯行业中看好中国铁塔(00788.HK)、中移动(00941.HK)、泰国电讯公司Intouch等,就美国总统特朗普於2020年11月12日签署行政命令,禁止美国投资者持有31间与解放军有涉嫌关系的公司,相信会对中移动构成沽压,但同时指中移动目前股息回报达7.5厘,兼且提供派息持续性,料为非美国投资者提供吸纳机会。
瑞信表示,予中移动目标价79.5元,予中国铁塔目标价2.05元。
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