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《大行報告》摩通引述中電信(00728.HK)料最快8月完成A股上市 目標價4.5元評級「增持」
阿思達克 06-24 15:38
摩根大通發表研究報告,引述中電信(00728.HK)管理層指引2021至2025年間收入及盈利加快增長,料工業數碼化收入增長期內加快至30%。中電信正探索5G 2B應用場景,預期移動ARPU持續復甦,受惠5G服務進一步滲透;其A股上市最快8月完成,當中50%新股將配發予戰略投資者。公司偏好引進機構投資者多於純粹投資者,以豐富中電信生態系統。

公司目標即使在A股上市帶來13%至15%攤薄後,維持每股派息數值。報告稱,本週較早時間公司宣佈未來擬大幅提升派息比率,意味今年股息率幾乎保證高於6.5%,未來三年並逐漸增加。該行維持予中電信「增持」評級,目標價4.5元,受惠派息前景改善及穩固增長展望。

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