《大行報告》中信証券:聯通(00762.HK)首季業績符預期 雲與大數據業務高速增長
中信証券發表發表報告指,聯通(00762.HK)首季營業收入972.22億元人民幣(下同),按年升9.2%;服務收入861.15億元,按年升6.1%;EBITDA錄257.3億元,按年升2.8%;股東應佔利潤51.55億元,按年升11.2%。公司業績符合預期,雲與大數據業務高速增長,「5G+雲+大數據+AI」的綜合優勢不斷凸顯。
報告指出,伴隨每用戶平均收入(ARPU)的提升、資本開支的溫和增長與成本費用的良好控制,公司業績有望實現持續快速增長,股東權益報酬率(ROE)穩步提升。在傳統業務業績改善和估值回升、雲計算分部估值的共同推動下,聯通有望持續取得較好表現。
中信証券表示,維持中國聯通在2023至25年的各年歸母淨利潤預測為85億元、99.24億元、以及116.8億元。中信証券予其H股目標價為9.6元,維持其評級為「買入」。
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