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ZTE Corporation 2012-12-20T09:11 財經茄呢啡 中興通訊(763)明年預測PE為17.5倍,較同業中通信(552)的9倍,有近倍溢價。中興去年3月曾高見31元,現價為高位四成。中通信(552)今年升33%,中興則挫48%,相信中興明年可重上20元。
ZTE Corporation 2012-12-20T09:08 財經茄呢啡 中興通訊(763)受美國及歐盟指控從事間諜活動及反競爭,上季勁蝕19.45億元人民幣,全年很大機會見紅。美銀美林相信最壞時刻已過,今季及明年上半年會逐步復蘇,尤其睇好三大龍頭電訊商定單,當中中移動(941)將加快4G鋪網,聯通(762)及中電信(728)亦會加快步伐,預期可彌補歐美定單的缺口。
ZTE Corporation 2012-12-14T10:00 財經茄呢啡 有報導指,歐盟認為中國電信設備廠商如華為和中興通訊(763),日漸主導移動網路市場,對歐盟的安全和本地企業構成威脅,有些電信設備存在植入間諜軟體的可能性,甚至運營商都很難發現。
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