《大行報告》匯豐研究引述中移動(00941.HK)力爭未來三年成頂級雲服務商 今年相關收入目標800億人幣
匯豐環球研究發表報告指,中移動(00941.HK)管理層於本周三至周四參與了該行的投資者會議,指公司專注於雲業務和企業服務的發展,同時利用計算能力和電信基礎設施。該行指集團的電信業務穩定,5G資本支出下降,並專注於具有最佳潛在回報的領域。該行重申中移動目標價82元及「買入」評級。
該行引述中移動管理層指,公司擬在未來三年內成為頂級雲服務商的目標,相信其電信專業知識可為其帶來優勢,並有能力利用現有的政府和企業客戶關係,在積累的大量數據中,以及其基礎設施的範圍和能力,在連續多年增長超過100%之後,將今年的雲服務收入目標定為800億元人民幣。
匯豐環球研究表示,由於中移動現金流前景得到改善,持續看好其前景。該行認為,從股息增長的角度來看,中移動的股票具有吸引力,而且集團還保持在適當時使用盈餘現金進行回購的靈活性。
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