《大行報告》野村下調中通服(00552.HK)目標價至3.3元 評級「中性」
野村發表報告指,中通服(00552.HK)上半年仍受到電信客戶資本支出增長緩慢的影響,惟非電信市場需求仍然穩固。展望下半年,即使電信市場價格和成本壓力持續,公司仍然努力控制成本及改善營運效率,冀穩定利潤率。
該行表示,將公司2022年至24年收入預測下調1.9%至2.7%,以反映非電信業務增長放緩,但將公司2022年至24年盈利預測上調1.8%至2.2%,以反映營運效率或會改善。
該行表示,電信市場的需求尚未回暖,而非電信業務需時達到規模化,故將其目標價由4.4元下調至3.3元,重申其評級爲「中性」,該行行業首選爲中移動(00941.HK)。(ca/s)
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