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《大行報告》瑞信上調中通服(00552.HK)目標價至4.8元 評級「跑贏大市」
阿思達克 08-31 10:52
瑞信發表報告,指中通服(00552.HK)上半年收入達到641億元人民幣(下同),按年增長19.1%。純利按年增長14.1%至18億元。業績主要啟示包括國內非運營商收入和毛利按年增長34%和42%;在5G領域保持穩健的份額,建設了30萬個5G基站;IDC業務預計到2023年將按年增長約20%;為企業改革和發展引入戰略投資者;分包或直接人員成本按年下降1.8和0.4個百分點;保持2021財年收入高單位數增長目標。 瑞信維持對中通服預測基本不變,目標價由4.46元上調至4.8元,維持評級「跑贏大市」,並指仍然看好集團發展,因其處於5G和數字化結構性受益者有利位置,而且風險回報率亦具吸引力。
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