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《大行報告》中金:中移動(00941.HK)轉型業務需求旺盛 經營效率持續優化
阿思達克 04-21 11:35
中金髮表研究報告指,中移動(00941.HK)首季營業收入達到2,507億元人民幣,按年增長10.3%;其中主營業務收入增8.3%至2,098億元人民幣;淨利潤增9.5%至281億元人民幣。公司首季收入符合預期,由於成本費用管控良好,其淨利潤增長勝於預期。 該行認爲,集團的轉型業務需求旺盛。受惠於5G套餐滲透快速提升及用戶流量使用增長,首季公司移動ARPU 47.9元人民幣,按年增0.8%,按季增9.1%。而首季成本費用管控良好,加強研發投入有利於公司提升競爭力,把握數字化發展機遇。期內,公司首季ROE爲2.2%,按年增長0.1個百分點,經營效率持續優化。該行維持集團「跑贏行業」評級及目標價85港元。
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