《大行報告》里昂:中資電訊股偏好中電信(00728.HK)及中移動(00941.HK) 股息率逾8厘
里昂發表研究報告指,疫情對內地電訊行業影響不大,同時工業互聯網發展繼續推動企業收入,預計中國電信(00728.HK)上半年服務收入增長最快,增幅達9%,盈利亦增長10%。中電信將宣派中期股息,派息比率可能從2021年的60%提升到65%,即年化股息率達到8%。
同時該行預測中國移動(00941.HK)上半年盈利增長可能放緩約5%,但派息比率有可能提高至65%,亦帶來8%的股息率。
里昂指出,中電信及中移動均已度過5G投資高峰期,在現時宏觀不確定性的情況下提供8%股息率,屬防守性較強的股份,因此均列為行業首選。
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