《大行报告》大摩料中资电讯股收入潜在加快 铁塔(00788.HK)或将上调派息比率
摩根士丹利发表报告表示,去年第四季中资电讯业服务收益持续录4%的平均升幅,预期中资电讯股可达去年全年盈利指引,更料在资本开支控制下,今年度收益及盈利有进一步改善,当中预计中国铁塔(00788.HK)之派息比率有潜在上升空间。
报告又指,维持中移动(00941.HK)为行业首选,料其2020至2022年度之盈利及派息年复合增长率为3%至4%,并相信现价相当於2021年度预测股息收益率6%至7%为股价提供下行支撑。
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