《大行报告》汇丰研究上调中电信(00728.HK)目标价至3.8元 评级「买入」
汇丰研究发表的报告指,中国电信(00728.HK)首季业绩势头稳健,主要受惠设备及新业务表现带动表现好过预期,期内流动收入升8.1%,现时公司有31%的客户使用5G计划,采纳比率跑赢同业,另外用户转向5G亦带动了ARPU按年升2.7%,用户转向5G计划後消费平均增10%。
该行指出今年首季工业数码化业务继续表现理想,期内增长达13%,反映市场气氛复苏。该行将公司今年销售、EBITDA预测分别升1.4%及3.3%,同时亦提升了2022及23年的预测,并将公司计划在A股上市考虑在内,将其目标价由3.7元升至3.8元,评级「买入」,以反映EBITDA增长及首季业绩稳健等的影响。(el/a) ~
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