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《大行報告》高盛:聯通(00762.HK)首季雲業務收入按年增長40% EBITDA利潤率降幅收窄
阿思達克 04-19 10:21
高盛發表研究報告指,聯通(00762.HK)首季雲業務收入128億元人民幣,按年增長40%,有望達到公司今年增長39%至500億元人民幣的年度目標;首季EBITDA按年增長2.8%至257億元人民幣;第一季服務EBITDA利潤率按年下降0.9個百分點,至29.9%,惟與2019至21年同期相比,降幅有所收窄;淨利潤增長11%至51.55億元人民幣,維持雙位數的增長速度;經營現金流按年增21.8%至170億元人民幣。 該行表示,未來在政府和國企不斷增長的數字化和雲業務需求的支持下,集團在雲業務收入增長方面將處於有利位置。該行予集團H股「買入」評級,目標價7.5元。
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