《大行報告》大摩相信中移動(00941.HK)股價60日內將升
摩根士丹利發表技術研究報告,相信中移動(00941.HK)股價在未來60日內將上升,發生此概率料逾80%。
該行預料,公司去年第四季服務收入按年升7.4%,去年全年純利按年升10%,並認為此強勁增長或持續至今年,主要受惠5G每用戶平均收入(ARPU)穩定上升、以及工業互聯網業務強勁。該行預料,公司今年服務收入增長達7%、純利增長則達8.4%,並預料其自由現金流(FCF)表現健康,及料有更高派息比率以改善股東回報,料今年股息按年增長17%。
該行表示,接下來上季業績及管理層對今年的指引,均是關鍵的催化劑。該行給予其目標價為70元,以及維持其評級為「增持」。
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