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《業績前瞻》券商料中電信(00728.HK)中期純利按年增近一成 聚焦股息及雲業務指引
中電信(00728.HK)將於下週二(8日)公佈今年中期業績,本網綜合3間券商預料中電信2023年上半年純利介乎201億元至201.97億元,較2022年同期182.91億元,按年上升9.9%至10.4%。 摩根大通指出,市場將在中國主要電訊商中期業績公佈中關注多項議題,包括行業收入趨勢及宏觀展望,導致今年財務指引下調風險;明年資本開支、盈利及派息政策指引;電訊商雲業務最新情況及互聯網雲公司近期減價的影響;大型語言模型開發及潛在變現化機遇。 【將聚焦股息 雲業務指引】 摩根大通料中電信2023年上半年純利201億人民幣,按年升9.9%,料總體收入2,625億人民幣按年升8.3%,估計其中移動電訊服務收入1,013億人民幣按年升2.4%,料工業互聯網收入按年升17.1%至690億人民幣,料EBITDA錄731億人民幣按年升4.6%。 瑞銀估計中電信今年中期純利201.97億人民幣,按年升9.9%,料公司中期EBITDA錄732.85億人民幣按年升4.9%,估EBITDA毛利率錄30.9%,料服務收入2,368.3億人民幣,按年升7%。 摩根士丹利料中電信今年中期純利201.65億人民幣,按年升10.2%,估計其第二季服務收入1,181億人民幣按年升6%,料第二季EBITDA錄394億人民幣按年升5.1%,估計次季純利錄122億人民幣按年升10.1%,料動服務收入按年升5%及固網收入按年升7%。~
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