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大行評級丨大華繼顯:維持對中興通訊“持有”評級,目標價上調至26.5港元
格隆匯 03-03 15:19
大華繼顯發表研報指,中興通訊(0763.HK)2024財年第四季業績表現再次低於該行及市場預期,收入按年下降10.3%,盈利按年暴跌65.1%。大華繼顯維持對中興通訊的“持有”評級,H股目標價由19港元上調至26.5港元。另外,大華繼顯將中興通訊2025及2026財年的淨利潤預測,分別下調8.4%及6.4%。主要考慮到政府與企業及消費業務的收入預測提高;營運商網絡業務的收入預測降低;因政府與企業業務產品組合變化導致的利潤率假設降低;以及營運費用減少,對營運開支比率實施更嚴格的控制。
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