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《大行報告》中金料中移動(00941.HK)今年移動雲收入可翻倍 中期派息提升股東回報
阿思達克 08-12 15:28
中金髮表報告表示,中移動(00941.HK)2022年上半年度收入按年升12%符合市場預期,歸母淨利潤按年升18.9%超預期,指旗下移動雲業務實現翻倍增長,政企收入增長持續強勁。上半年公司政企市場收入按年增長24.6%達到911億元人民幣,其中移動雲業務收入達到234億人民幣,按年增長103.6%。該行看好公司藉助用戶基礎和雲網能力的資源稟賦,持續擴展各行業雲用戶規模,躋身行業前列。該行預期移動雲2022年收入翻番。 該行表示,重申對中移動「跑贏行業」評級及目標價75港元,相當於預測今明兩年預測市盈率各10.9倍及9.9倍。 中金指,中移動2022年上半年度資本開支920億人民幣,爲2022全年指引的49.7%。其中5G相關資本開支587億人民幣,算力相關資本開支共200億人民幣。截至今年6月末,公司累計投產雲服務器59.3萬臺,投產對外可用IDC機架42.9萬架,已實現東西部算力樞紐骨幹節點全互聯。 該行認爲公司持續完善算力底層設施建設,有助於實現算力網絡底層計算和網絡能力的全面提升,爲打造新型信息基礎設施發力。公司派發2022年中期股息每股2.2港元,派息率57%,較去年同期提升10個百分點。公司重視股東回報率,承諾2023年將派息率提升至70%。(wlk)~
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