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《大行報告》瑞銀:中資電訊股選中移動(00941.HK) 股息率8厘吸引
瑞銀發表報告指,預料中移動(00941.HK)、中國電信(00728.HK)以及中國聯通(00762.HK)今年首季服務收入分別錄得8%、7.8%及6%的增長,並估計受惠於工業數字化收入增長較高,料中移動將會繼續跑贏同業。 至於今年首季息稅後淨利潤,該行料中移動、中電信以及聯通分別按年升5.9%、3.4%及3%,主要是工業數字化持續,繼續為息稅後淨利潤率帶來壓力;同時預料今年首季利潤增長分別達6.8%、10.3%及12.4%,正跟隨其利好的全年指引的軌道。 瑞銀重申,中移動在中資電訊股選之為該行首選,主要是其股息率為8厘,具吸引力,並給予其目標價為85元,維持其評級為「買入」。(ca/w) ~
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