大行評級|花旗:上調中國移動目標價至82.3港元 維持“買入”評級並列為首選
花旗的研究報吿指,中國移動上半年表現大致符合預期;料下半年收入及EBITDA增長或會加快;而資本開支控制會視乎實際需求而有所改善;自由現金流按年跌15%主要是因為應收帳款增長較高,以及從政府有關企業中收取的後付現金所致,自由現金流將會在下半年靠穩。該行下調對公司2024年至2026年的盈利預測1%,以反映較低的收入及成本預算,另將目標價由76港元上調至82.3港元,並基於高股息和防守性,將其列為首選,維持“買入”評級。
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