《大行報告》大摩上調聯通(00762.HK)目標價至6元 升中電信(00728.HK)目標價至4元
摩根士丹利發表報告指,由於穩定的監管/競爭環境,加上隨著5G資本支出見頂而改善的現金流,及工業互聯網增長(中國)、漫遊復甦(香港)和整合(台灣)等正面因素推動,預計大中華電訊行業的5G每用戶平均收入(ARPU)持續提升,將推動股息穩定增長。
大摩微調行業股份的盈利預測及目標價(另見表),反映5G穩步增長,及所有三個市場的良性競爭推動彈性增長。其中,聯通(00762.HK)目標價由5元升至6元,中電信(00728.HK)目標價由3.5元升至4元。
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