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《大行報告》野村下調三大中資電訊股目標價 降中電信(00728.HK)及聯通(00762.HK)評級至「中性」
野村發表報告指,內地電訊行業今年上半年收入按年增長8.3%,至8,160億元人民幣,由於上海及其他地區封城,4-6月的月度增長較首季疲弱。 因6月開始逐步解除封城,該行估計電訊業在下半年會加快基建,業務亦會正常化,預期今年行業服務收入及盈利將分別按年增長7.2%及8%。 野村維持對中國移動(00941.HK)股份的「買入」評級,但目標價由73元下調至61元,並為行業首選,認為集團有強勁的資產負債表,且現金流前景改善料可加快其新興業務的增長。 該行又將中電信(00728.HK)及聯通(00762.HK)股份評級由「買入」降至「中性」,中電信目標價由4.1元下調至3.1元,聯通目標價由4.9元調低至4元,指對兩企的競爭壓力看法更加審慎。
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