《大行報告》匯豐研究上調中移動(00941.HK)目標價至69元 下調聯通(00762.HK)目標價至4.3元
匯豐環球研究認為,中移動(00941.HK)及聯通(00762.HK)將給予新的派息指引,該行相信,由於部署和遷移至5G業務已經穩定,相信兩間企業可以提供較往時更高的現金流可見性,中電信(00728.HK)預期2023年前可將派息比率提高至70%或更高,政策明確,相信中移動及聯通派息指引將成為全年業績的潛在催化劑。
匯豐研究調整電信業最新的每月用戶人數,該行繼續看好中電信企業解決方案的定位,及明確的股東回報政策。
該行維持中移動及中電信「買入」評級,中移動目標價由66元上調至69元,中電信則維持目標價3.9元。至於聯通評級「持有」,目標價由4.5元下調至4.3元。(me/w)
~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.