《大行報告》匯豐研究上調中電信(00728.HK)目標價至4.1元 評級「買入」
中國電信(00728.HK)去年純利259.48億元,按年升24.5%。匯豐研究發表研究報告,指中國電信去年下半年業績強勁,和踏入2022年勢頭良好,維持其「買入」評級,目標價由3.9元上調至4.1元。
匯豐研究指,中國電信的電信業務資本開支下降,工業數字化爲增長重點。該行將中國電信2022和2023的EBITDA預測分別上調2.5%和4.3%,反映出隨着公司轉向工業數字化,成本趨勢越趨穩定,並將經營溢利預測上調7.7%和6%,反映穩定的資本開支和電訊設備折舊,預計股息將增長21%,派息率將增至65%。
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