《大行报告》中银国际料中移动首季可多赚3.9% 估联通纯利升12.3% 首选中电信
中银国际发表报告,预期内地电讯商今年首季移动服务收入按年增长2.9%,扭转去年录得0.4%下跌的局面,相信是受惠於转移至5G及移动物联网用户增长。
该行估计,中国移动(00941.HK)今年首季纯利可录3.9%增长,总服务收入则增长4.2%;中国联通(00762.HK)首季盈利料增长12.3%,表现领先行业,而服务收入增长为4.7%;至於中国电信(00728.HK)预期录得最高的服务收入增长,料达7.2%,纯利增长则料5.1%。
中银国际对中移动、联通及中电信投资评级均为「买入」,目标价分别78.6元、8.4元及4.75元。该行选股优先次序为中电信、联通及中移动,料中电信未来A股上市带来短期催化剂,可扩大股东基础,支持估值较同业而言正常化。
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