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港股異動 | 三大電信股全線上漲 中國電信(0728.HK)漲超4%
格隆匯10月8日丨三大電信股全線上漲,中國電信漲超4%,中國移動漲超2%,中國聯通漲超1%。瑞信最新發研報指,中移動5G用户自今年2月持續上升,客户由4G轉移到5G為每用户平均收入(ARPU)帶來10%增長;將中移動目標價由79.5港元上調至85港元,維持“跑贏大市”評級。瑞信還表示,聯通計劃將車聯網子公司上市以釋放資產價值可能只是一個開始,而公司已經與BATJ在不同的垂直領域建立合資公司,這些公司可能有未來獨立上市的潛力。另外,聯通在上半年首次派發中期股息,預計公司可能會考慮提高年度派息。該行將聯通目標價由6.35港元上調至6.5港元,維持“跑贏大市”評級。此外,瑞信還上調中電信目標價至6.2港元,維持評級“跑贏大市”。該行指中電信是其行業首選,因為集團未來3年(2021-2024年)EBITDA年複合增長率為6.8%,表現最快,且2021財年股息收益率達9%,2022/23年股息收益率料可達雙位數。

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