《大行》星展升中移動(00941.HK)目標價至110元 股息率吸引具防守性
星展發表報告,預期中移動(00941.HK)在強勁的數位轉型業務推動下,2025財年收入及盈利料按年分別增長3%及4%。每股派息料進一步上調,預計因派息比率從2024財年的73%,增至2026財年的75%。受雲收入擴張推動,預計2024至2027財年盈利年均複合增長率為6%。因其防守型特質及約6%的吸引收益率,維持「買入」評級,目標價由98元升至110元,相當於預測今年市盈率15倍。
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