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《大行報告》野村上調中移動(00941.HK)目標價至73元 評級「買入」
野村發表報告,認爲中移動(00941.HK)首季服務收入及盈利按各升9.1%及6.5%,按今年目標推進,指公司具備良好的5G網絡以及對IDC(互聯網數據中心)和雲業務持續進行投資,料有利公司開拓企業業務的市場。 該行將中國移動2022年至2023年盈利預測小幅上調0.1%-2%,並預測公司於2024年服務收入和盈利分別按年增長6.7%和6.3%。該行維持中國移動「買入」評級,目標價由72元上調至73元,假設股息回報爲7.1%。 野村認爲,中移動5G上客將繼續成爲未來兩年中國移動的移動業務的主要增長引擎,預計其2024年5G滲透率將達76%,料中移動旗下移動業務收入將在2022年至2024年錄複合年增長率6.7%。
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