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《大行報告》中移動(00941.HK)投資評級及目標價(表)
中移動(00941.HK)(600941.SH)將於下周三(23日)公布2021年業績,公司近日公布業績預測去年歸屬股東淨利潤介乎1,143億至1,164.6億人民幣。受惠於2020年以來提速降費周期結束,行業競爭格局改善,5G帶來單用戶價值量提升等重利好因素下,本網綜合11間券商預測中移動2021年純利介乎1,131.04億元至1,204.72億人民幣,較2020年同期1,078.43億元,按年上升4.9%至11.7%;中位數1,152.86億元人民幣,按年升6.9%。 中銀國際料中移動2021年每股末期息派1.96元,包括每股中期息1.53元,即料其2021年每股股息共3.49元,相當派息比率52.3%。而市場將關注中移動派息表現及未來指引,特別是2022年股息指引(包括派息比率)。 下表列出13間券商對其投資評級及目標價: 券商│投資評級│目標價(港元) 法巴│買入│89元 瑞信│跑贏大市│85.6元 德銀│買入│85元 農銀國際│買入│85元 里昂│買入│80元 瑞銀│買入│75元 野村│買入│72元 摩根士丹利│增持│70元 中信証券│買入│70元 中金│買入│70元 星展│買入│68.6元 匯豐環球研究│買入│69元 摩根大通│中性│60元
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