《大行报告》大摩列出对中资电讯股首季业绩预测(表)
摩根士丹利周日(18日)发表报告，预期中移动(00941.HK)、联通(00762.HK)及中电信(00728.HK)将於今日(20日)、明日(21日)及下周三(28日)公布今年首季业绩：
该行估计中移动今年首季服务收入1,783亿人民币，按年升5.6%；估计EBITDA录688亿人民币，按年升0.5%；料纯利录240亿人民币，按年升2%；估计首季移动服务收入按年跌幅收窄至1.5%(对比2020年第四季跌6.9%)。
该行列出对中移动今年业绩预测：
2021年首季预测│2020年首季│按年变幅
总收入│1,963.1亿元│1,813亿元│+8.3%
EBITDA│688.43亿元│685亿元│+0.5%
纯利│239.72亿元│235亿元│+2%
以上货币单位均为人民币
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大摩料联通今年首季服务收入735亿人民币，按年升7.5%；估计EBITDA录238亿人民币，按年升1.1%；料纯利录35亿人民币，按年增长11.9%；估计首季移动服务收入按年增长6.5%。
该行列出对联通今年业绩预测：
2021年首季预测│2020年首季│按年变幅
总收入│817.27亿元│738.24亿元│+10.7%
EBITDA│238.12亿元│235.61亿元│+1.1%
纯利│35.43亿元│31.66亿元│+11.9%
以上货币单位均为人民币
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该行估，中电信今年首季服务收入986亿人民币，按年升7.1%；估计EBITDA录306亿人民币，按年升1.5%；料纯利录60亿人民币，按年增长3%；估计首季移动服务收入按年增长5%、固网服务收入按年升9%。
该行列出对中电信今年业绩预测：
2021年首季预测│2020年首季│按年变幅
总收入│1,056.45亿元│947.93亿元│+11.4%
EBITDA│306亿元│301.61亿元│+1.5%
纯利│59.97亿元│58.22亿元│+3%
以上货币单位均为人民币
(wl/u)
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