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《大行報告》匯豐研究輕微上調中電信(00728.HK)目標價 評級「買入」
阿思達克 04-24 10:57
匯豐環球研究發表報告指,中電信(00728.HK)首季業績展示出良好發展趨勢,淨利潤按年增長10.5%,符合全年增幅達雙位數的目標,當中服務收入按年提升7.7%。 該行指出,工業數字化仍然是中電信收入及成本增長的主要來源,預計短期內電信業務將實現低單位數增長,同時隨著資本密集度下降,自由現金流情況將有所改善。 匯豐研究稍微調中電信的中期資本開支預測,以反映對電信網絡擴張投資預測減少,相應將目標價從5元上調至5.1元,繼續看好需求前景,以及公司戰略與政府與數字經濟相關的政策目標之間的一致性,並維持「買入」評級。
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