《大行報告》中移動(00941.HK)投資評級及目標價(表)
瑞銀及摩根士丹利於上周發表中資電訊股報告,均料中移動(00941.HK)將於本周四(20日)公布今年首三季業績,受惠於行業服務收入穩定增長及新業務(包括雲、數據中心(IDC及IPTV等)帶動、資訊通訊科技(ICT)及,本網綜合3間券商料中移動2023年首三季純利介乎1,062.04億至1,066.67億元人民幣,較2022年首三季純利985.32億元人民幣,按年升7.8%至8.3%。
本網綜合3間券商預期中移動2023年第三季純利介乎300.31億元至304.94億人民幣,較2022年第三季282.57億人民幣,按年上升6.3%至7.9%。投資者將關注中移動管理層給予最新營運、資本開支及派息指引,在宏觀經濟面臨挑戰環境下雲業務行業競爭及盈利情況。
下表列出19間券商給予其評級及目標價:
券商│評級│目標價(港元)
星展│買入│97元
法巴│買入│91元
瑞銀│買入│89元
中信証券│買入│96元
中金│跑贏行業│85元
廣發証券│買入│83.79元
中銀國際│買入│83元
高盛│買入│82元
第一上海│買入│80元
匯豐環球研究│買入│79元
華泰証券│買入│78.73元
國泰君安│買入│78元
花旗│買入│77元
富瑞│買入│79.69元
東方証券│買入│76.33元
摩根士丹利│增持│75元
摩根大通│增持│75元
野村│買入│75元
里昂│買入│75元
(ta/w)
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