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《大行報告》高盛升聯通(00762.HK)目標價至6.7元 評級「買入」
阿思達克 01-20 15:47
高盛發表評級報告指,聯通(00762.HK)的企業及雲業務繼續成為今年主要增長動力,並認為雲業務進一步擴張、以及較高的股息將會是今年關鍵催化劑。該行表示,聯通工業互聯網板塊在2021年及2022年上半年分別為總收入貢獻了17%及21%,並預料其貢獻於今年達23%、2025年則為28%。 該行指,隨著內地支持國企及政府機構實現數字化,故電信公司對IT解決方案及雲需求應會繼續保持強勁;估計聯通今年派息比率提升至50%,高於2021/22年的46%/48%。該行將公司在2022年至24年收入預測上調3%至5%,純利預測則上調2%至10%。該行將其目標價由6.5元上調至6.7元,並維持其評級為「買入」。(ca/u) ~
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