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內地3大電訊商首季齊多賺10% @ 2023-04-22T16: Back Hot News
Keyword:首季 中移動
Concept:中國電信首季 , 中移動首季多賺
格隆匯4月20日亅富瑞表示,聯通(0762.HK)首季收入、EBITDA及淨利潤分別升6.1%、2.8%及11.2%。服務收入及EBTIDA增長低於預期,但淨利潤增長符預期。收入疲弱主要因為疫情。工業互聯網收入僅增長15.3%。經調整EBITDA及淨利潤僅分別增長0.3%及0.4%,部分原因為壞賬急升。該行預期未來數季增長會逐步改善。雖然聯通估值為內地三大電訊股中最低,但該行偏好次序仍為中電信(0728.HK)、中移動(0941.HK),最後才是聯通,給予聯通「買入」評級,目標價7.66港元。該股現報6.26港元,總市值1915億港元。
分別公布首季度業績,整體皆能交出勝預期的成績。營運收入最高為中移動2,507億元人民幣,增長10.3%。純利281億元,增長9.5%,但不及中聯通的11.2%,但盈利僅51.6億元。期內收入972.2億元。中電信收入超過1,306億元,增長9.2%。純利79.8億元,上升10.5%。如以投資為目標,首選是中移動的最高息率6.48厘。

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