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《大行報告》中金下調中興(00763.HK)目標價至26.5元 評級「跑贏行業」
中金發表報告指,中興(00763.HK)第三季業績差過該行預期,營運商網絡業務面對短期壓力,但毛利率保持強勁,本地5G基建穩定進行,中移動(00941.HK)及聯通(00762.HK)已於5月及8月開始新一輪5G基站集中採購,在亞太區電信市場復甦下,公司將繼續交付5G基站、並推進AI伺服器發展。 因應宏觀經濟可能影響政府、企業及消費者相關業務,該行將公司今明兩年盈利預測,分別下調5.4%及6.8%,H股現價相當於今明兩年預測市盈率分別9.1倍及7.5倍,維持其「跑贏行業」評級,目標價下調12%至26.5元,反映盈利預測下調及人民幣匯率變動。
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