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野村:維持中國聯通(0762.HK)買入評級 目標價6.5港元
格隆匯 03-12 12:28

野村發表研究報吿指,中國聯通(0762.HK)去年業績符預期,服務收入按年升4.3%,純利按年升10.3%,公司亦維持良好現金流。該行維持其買入評級,目標價6.5港元。

野村指,管理層今年資本開支指引為700億元人民幣,按年增3.6%;當中5G資本開支持平,而5G基站目標則為32萬站。該行又指,其移動業務轉正,移動業務ARPU按年升4.1%,5G用户增長速度勝預期,其5G滲透率率23%,高於行業平均的20%。

野村續指,中國聯通A股今日宣佈股份回購計劃,擬回購12.5-25億元人民幣A股,或為股價帶來刺激。

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