《大行報告》大摩列出對中資電訊股首季業績預測(表)
摩根士丹利周日(18日)發表報告，預期中移動(00941.HK)、聯通(00762.HK)及中電信(00728.HK)將於今日(20日)、明日(21日)及下周三(28日)公布今年首季業績：
該行估計中移動今年首季服務收入1,783億人民幣，按年升5.6%；估計EBITDA錄688億人民幣，按年升0.5%；料純利錄240億人民幣，按年升2%；估計首季移動服務收入按年跌幅收窄至1.5%(對比2020年第四季跌6.9%)。
該行列出對中移動今年業績預測：
2021年首季預測│2020年首季│按年變幅
總收入│1,963.1億元│1,813億元│+8.3%
EBITDA│688.43億元│685億元│+0.5%
純利│239.72億元│235億元│+2%
以上貨幣單位均為人民幣
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大摩料聯通今年首季服務收入735億人民幣，按年升7.5%；估計EBITDA錄238億人民幣，按年升1.1%；料純利錄35億人民幣，按年增長11.9%；估計首季移動服務收入按年增長6.5%。
該行列出對聯通今年業績預測：
2021年首季預測│2020年首季│按年變幅
總收入│817.27億元│738.24億元│+10.7%
EBITDA│238.12億元│235.61億元│+1.1%
純利│35.43億元│31.66億元│+11.9%
以上貨幣單位均為人民幣
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該行估，中電信今年首季服務收入986億人民幣，按年升7.1%；估計EBITDA錄306億人民幣，按年升1.5%；料純利錄60億人民幣，按年增長3%；估計首季移動服務收入按年增長5%、固網服務收入按年升9%。
該行列出對中電信今年業績預測：
2021年首季預測│2020年首季│按年變幅
總收入│1,056.45億元│947.93億元│+11.4%
EBITDA│306億元│301.61億元│+1.5%
純利│59.97億元│58.22億元│+3%
以上貨幣單位均為人民幣
(wl/u)
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