《大行報告》花旗:聯通(00762.HK)中期盈利勝預期 工業互聯網全行業增長正面
花旗發表報告指,聯通(00762.HK)今年上半年盈利表現優於預期,按年上升19.5%至110億元人民幣,佔該行及市場今年全年盈利預測分別66%及68%,主要由於毛利的下跌幅度較預期少。
該行表示,集團上半年的收入結構有改善,其中工業互聯網收入增長強勁及全面,按年上升31.8%至369億元人民幣,而傳統業務於上半年亦有穩定表現。
花旗維持對聯通股份「買入」評級,目標價4.8元,對集團的工業互聯網業務增長前景及5G機會看法正面,並認為其股息收益率超過8%,估值有吸引力。
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