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《大行報告》高盛上調中移動(00941.HK)目標價至75元 評級「中性」
阿思達克 05-12 15:22
高盛發表研究報告指,首季中國電信行業整體平穩增長,服務收入增長達到6%至8%,淨利潤增長約10%,利潤率基本穩定, 展望未來前景仍然強勁。 該行指出,中移動(00941.HK)寬帶用戶數量增長超出預期,帶動固網收入增加,加上預期雲端業務收入未來兩年將提升,因此將中移動2024至2025年的收入預測上調1%至2%,EBITDA上調2%至4%,淨利潤預測則上調4%至8%,相應目標價也從69元上調至75元。 高盛認爲中移動是中國國有企業和政府部門雲端需求不斷增長的受惠者,評級爲「中性」,因給予的目標價相對於同業上行空間較有限。
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