You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》瑞信:美投資禁令中移動(00941.HK)受壓 調整為非美投資者帶來機會
阿思達克 01-07 12:13
瑞信發表亞太區電訊行業展望報告,予「減持」評級,相信行業會呈周期性跑輸大市,相信市場會關注市場競爭、5G業務貨幣化面臨挑戰,指區內GDP放緩令手機收入受壓,新冠疫情亦令相關漫遊收入大幅下降。

該行表示,在亞太區電訊行業中看好中國鐵塔(00788.HK)、中移動(00941.HK)、泰國電訊公司Intouch等,就美國總統特朗普於2020年11月12日簽署行政命令,禁止美國投資者持有31間與解放軍有涉嫌關係的公司,相信會對中移動構成沽壓,但同時指中移動目前股息回報達7.5厘,兼且提供派息持續性,料為非美國投資者提供吸納機會。

瑞信表示,予中移動目標價79.5元,予中國鐵塔目標價2.05元。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account