港股異動 | 中國鐵塔續跌5.7% 瑞銀下調對公司目標價予中性評級
格隆匯12月19日丨中國鐵塔(0788.HK)股價繼續下跌,現報0.83港元,跌幅5.7%,總市值1460.9億港元。富瑞研報指,中國鐵塔新的5年租約條款仍較預期略差;公司的託管折扣較該行預測略高,該行預料,由明年起,實際條款將導致每座塔的平均收入跌約3.5%,故將公司未來兩年收入、EBITDA及純利等各預測分別下調1.5%、2.4%及11%,目標價由0.8港元上調0.94港元,維持其評級為“持有”。瑞銀將中國鐵塔目標價由1.05港元下調至0.98港元,因為預期盈利提升將在2026年至2027年發生,比之前預期的2024至2025年為遲,予評級“中性”。

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