Note

野村:维持中国电信(00728)“买入”评级 目标价上调至5.8港元

· Views 33

野村发布报告称,上调对中国电信(00728)目标价,由5.1港元上调至5.8港元,料今年第二季服务收入同比升4%至5%,盈利增长5%至7%,较首季放缓,维持“买入”评级。该行认为派息上行空间令该股仍具吸引力。

该行认为,中电信第二季服务收入增长将维持跑赢行业平均,受惠于稳心业务稳定,纵使在新兴业务部门如云、物联网及国际数据中心业务的增长放缓。该行又指,中电信云业务或因转弱的宏观环境及高基数而放缓,但公司正审慎控制支出,或带来更佳的净利润率。

Disclaimer: The content above represents only the views of the author or guest. It does not represent any views or positions of FOLLOWME and does not mean that FOLLOWME agrees with its statement or description, nor does it constitute any investment advice. For all actions taken by visitors based on information provided by the FOLLOWME community, the community does not assume any form of liability unless otherwise expressly promised in writing.

FOLLOWME Trading Community Website: https://www.followme.com

If you like, reward to support.
avatar

Hot

No comment on record. Start new comment.