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《大行報告》瑞信下調中電信(00728.HK)目標價至4.3元 評級「跑贏大市」
瑞信發表研究報告指出,中電信(00728.HK)將於本周四(20日)公布第三季業績,該行料由於疫情封鎖措施延長,與第二季相比將錄得溫和增長,料公司第三季收入按年增長7.3%,EBITDA升3.7%,純利升10.9%;料移動每用戶平均收入(ARPU)增長持平,延續上半年的勢頭;對固網業務收入預測下調1%,料延長疫情封鎖措施及企業收緊預算,可能導致項目交付延遲。 該行將中電信2022至2024財年每股盈利下調2%至4%,H股目標價由4.8元降至4.3元,認為中長期而言公司仍是該行首選,重申「跑贏大市」評級,但由於預期中移動(00941.HK)第三季業績理想,短期內股價可能跑贏中電信。
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