《大行報告》中移動(00941.HK)投資評級及目標價(表)
摩根士丹利料中移動(00941.HK)將於3月23日(周四)公布去年業績,本網綜合15間券商,預期中移動2022年純利介乎1,214.01億元至1,285.65億元人民幣,較2021年1,161.48億人民幣,按年升4.5%至10.7%;中位數1,269.04億人民幣,按年升9.3%。
綜合12間券商預期中移動2022年每股股息介乎4.4元至4.64港元,較2021年每股股息4.06港元,按年上升8.4%至13.4%;中位數為4.56港元,按年升12.3%。市場將關注中移動每股派息及派息比率政策、雲業務及行業競爭對移動業務ARPU的影響指引,有投資者亦關注公司會否有涉足類近ChatGPT產品及相關進展。
下列18間券商對中移動的投資評級及目標價:
券商│投資評級│目標價((港元)
法巴│買入│90元
農銀國際│買入│81元
瑞銀│買入│80元
中銀國際│買入│77.5元
德銀│買入│76元
中金│跑贏行業│75元
星展│買入│74元
匯豐環球研究│買入│73元
摩根士丹利│增持│70元
里昂│買入│70元
瑞信│跑贏大市│68.8元
中信証券│買入│66元
花旗│買入│65.31元
野村│買入│65元
高盛│中性│63.6元
富瑞│買入│61.95元
國泰君安│買入│61.5元
摩根大通│增持│60.2元
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