港股異動丨電信運營商走強 中國移動5G用户滲透率破40% 大行唱多
格隆匯2月4日丨電信運營商板塊隨大盤走強,中國移動漲近4%領漲,中國聯通和中國電信漲逾2%。工信部公佈,2021年中國電信運營商收入同比增加8%。截至去年12月底,中國移動5G套餐用户累計達3.87億户,較前一月淨增1242.1萬户,全年累計淨增2.22億户,5G套餐用户滲透率突破40%,達40.42%。瑞信發表報吿,對三隻中國電信股維持“增持”評級,看好其吸引估值和可觀收益率,首選中國電信(0728.HK)、次選中國移動(0941.HK)、最後是中國聯通(0762.HK),目標價分別為6.1港元、84.9港元和6.5港元。瑞信料中國電信2021至2024年間的EBITDA複合年增長率為最高,達7%,2021年和2022年股息收益率分別為8%和9%。

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