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大行評級|高盛:上調中國鐵塔目標價至1.2港元 維持“中性”評級
高盛的研究報吿指,投資者對中國鐵塔的關注重點仍然是2026年的派息,因為在折舊費用降低的帶動下,公司2026年的純利或見強勁增長。該行料,公司的總折舊支出會在2026年減少61億元。高盛料,中國鐵塔今明兩年的純利將每年增長12%,而2026年純利將增長49%至182億元,派息率為81%,股息率為8.1%。該行對中國鐵塔維持“中性”評級,目標價由1.06港元升至1.2港元。該行料2024年至2026年的每股派息為0.047元、0.055元及0.084元。
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