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《大行報告》瑞信上調中移動(00941.HK)目標價至77.4元 評級「跑贏大市」
阿思達克 08-15 10:51
瑞信發表研究報告指,中移動(00941.HK)第二季收入、EBITDA及純利分別按年增長8%、9%及27%,高過該行及市場預期。 計及2G設備撇帳,上半年純利按年增長18.9%。撇除相關一次性影響後,中移動上半年純利僅增長7.3%,認為第二季受疫情影響下成績仍令人滿意。 該行指,股東回報仍是投資者關注重點,中移動承諾至2023年會將派息率提高至70%,預計下半年不會出現重大H股回購,同時相信管理層提及的資產分拆為時尚早 瑞信將中移動目標價上調3%至77.4元,並將 2022至2024年每股盈利預測提高3%至6%,現價相當於明年預測市盈率約6.6倍,仍然具有吸引力,維持「跑贏大市」評級。
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