You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》高盛下調京信通信(02342.HK)目標價至1.29元 評級「沽售」
阿思達克 12-28 10:21
高盛發表研究報告指,鑑於中國三大電訊公司的5G資本支出放緩,對明年的需求保持審慎,預計明年5G基站(BTS)需求將按年下降9%至70萬個,這是自2019年以來的首次按年下降。5G需求放緩也可能推動更激烈的競爭,導致更高的研發和營銷費用。由於天線需求從2021年的低基數回升,該行仍料今年京信通信(02342.HK)將恢復正盈利,盈利將在明年達到頂峰。基於對5G支出的審慎看法,該行維持對集團的「沽售」評級,目標價由1.51元降至1.29元。 該行表示,隨著中國重新開放,預計隨著疫情病例的增加,明年上半年的5G建設和項目交付將出現短暫延遲。雖然該行預計京信通信將成為5G小型基站推出的主要受益者,但其需求規模仍然較小,明年的增長速度仍然不確定。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account