《大行報告》匯豐研究降中移動(00941.HK)及聯通(00762.HK)目標價 升中電信(00728.HK)目標價
匯豐研究發表研究報告指,三大電訊商企業服務業務增長或放緩,從2023年的約16%至29%減慢至今年的約9%至18%,但仍看好該板塊前景,認為股息仍維持高單位數百分比增長,連接業務亦穩健拓展。
該行預期,企業服務業務增長迅速,為去年收入貢獻約13%至30%,相信電訊商今年會將重點拓展該業務領域,當中更看好中電信(00728.HK)及中移動(00941.HK),給予「買入」評級,並對中聯通(00762.HK)及中鐵塔(00788.HK)予以「持有」評級。
匯豐研究關注行業潛在催化劑,指出過去一年三大電訊商股價表現均跑贏大市,基於最新盈利預測,將聯通目標價從5.8元下調至5.1元,中移動目標價從80元降至77元,而中電信目標價則由4.5元微升至4.6元。
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