《大行》聯通(00762.HK)投資評級及目標價(表)
聯通(00762.HK)將於下週二(14日)公佈今年中期業績,受內地宏觀經濟疲軟,政府和企業電信及IT支出謹慎,但數據中心收入因互聯網公司對AI的強勁需求,本網綜合4間券商料聯通今年中期純利介乎144.66億至150.05億人民幣,較去年中期純利137.93億人民幣,按年升4.9%至8.8%,中位數爲145.14億人民幣按年升5.2%。
綜合4間券商料聯通今年中期EBITDA介乎540.16億至564億人民幣,較去年中期EBITDA的550億人民幣,按年跌1.8%至升2.5%,中位數爲545.4億人民幣按年跌0.8%。里昂及高盛料聯通今年每股中期息29.4分及30分,較2024年中期息24.81分,按年升18.5%及21%。投資者將關注聯通管理層未來營運、移動業務ARPU下降、資本開支、派息及拓展AI業務相關指引。
本網列出8間券商對聯通(00762.HK)投資評級及目標價:
券商│投資評級│目標價
中銀國際│買入│15.02元
星展│買入│12.1元
野村買入|11.7元
花旗│買入│11.2元
匯豐環球研究│買入│9.9元
高盛│買入│9.53元
里昂│跑贏大市│9.5元
瑞銀│買入│9.45元
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