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《大行報告》花旗下調中國鐵塔(00788.HK)目標價至1.2元 評級「中性」
阿思達克 06-04 10:08
花旗發表報告,指中國鐵塔(00788.HK)管理層預計未來核心業務有穩定的增長,5G基站的收入貢獻將會增加。但該行認為由於電訊公司努力的成本控制,中國鐵塔可能不會從5G方面獲得巨大的收入增長槓桿,目標價由1.35元下調至1.2元,評級「中性」。

花旗指,中國鐵塔管理層在投資者會議上表示,隨著信息化、數字化和新能源應用帶來的機遇,跨行業站址應用與信息業務(TSSAI)和能源運營業務的收入貢獻佔比將增加1個百分點,目標是在今年保持穩定的EBITDA利潤率,並預計EBITDA利潤率將隨著更多TSSAI業務的租戶和更多付費用戶長期使用公司的備用電源和電池交換服務而得到改善。

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