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《大行報告》野村上調中國鐵塔(00788.HK)目標價至1.05元 評級「中性」
阿思達克 08-09 10:27
野村發表報告指,中國鐵塔(00788.HK)今年上半年收入按年增長6.6%,盈利則按年上升22.2%,其中塔類收入增長在第二季放慢至僅按年升1.5%,主要由於電信資本支出放緩下,早前內地封城對塔類需求造成影響。 該行預期,集團下半年的核心塔類業務或會繼續受壓,主因電訊商審慎控制無線相關開支,而7月內地疫情再起亦可能影響基建推出的計劃。 野村下調中國鐵塔今年至2024年收入預測分別0.2%至0.7%,盈利預測亦調低0.2%至2.7%,股份評級維持「中性」,考慮及現金流改善,目標價由0.95元上調至1.05元。
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