《大行報告》高盛上調中移動(00941.HK)目標價至54.3元 維持「中性」評級
高盛發表的研究報告指,中國移動(00941.HK)公布首季未經審核財務數據,期內收入1,984億元人民幣,按年增長9.4%,其中服務收入1,777億元人民幣,按年升5.2%,EBITDA 721億元人民幣,按年升5.3%,淨利則按年升2.6%至241億元人民幣。
高盛指出首季公司服務收入、EBITDA及淨利,分別相當於該行2021年全年預測的24.7%、25%及22.2%,考慮到首季業績及2020年年報的資訊,微升公司2021-23年收入、淨利預測1%及1.1%,目標價由54元升至54.3元,維持「中性」評級。
該行指出首季公司服務收入增長維持上行勢頭,按年增5.2%,主要受惠DICT業務表現強勁。按業務劃分,期內流動服務收入1,338億元人民幣,按年增0.3%,ARPU 47.4元人民幣按年升1.1%,整體流動用戶淨流失230萬戶,而5G套餐用戶則增加2,400萬戶。同時公司公布5G網絡用戶為9,276萬戶,意味滲透率約一成。2021財年公司目標維持整體流動用戶數量穩定,而5G網絡用戶則期望淨增2億戶,冀ARPU穩中有升。(el/u) ~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.