《大行報告》富瑞:中移動(00941.HK)首季業績符預期 評級「買入」
富瑞發表研究報告指,中移動(00941.HK)首季業績符預期,服務收入、EBITDA、淨利潤按年分別增長8.3%、4.9%、9.5%。收入及EBITDA增長略低於淨利潤,而淨利潤則高於該行預期。集團的估值及股息收益率仍然極具吸引力,屬該行第二選擇的股票,予其「買入」評級,目標價85.68元。
該行認為,對集團的盈利預測較為保守,而業績中利潤的增加將直接轉化為股息收益率的上升,因為根據公司之前的指引,今年的派息率很可能最少為70%。
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