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Communication 2022-11-26 11:52 財經茄呢啡 央企股逆市走高。中國聯通彈10%,報4.18元,為表現最佳藍籌股;中國移動升2.4%,報51.2元;中國電信升4.5%,報3.02元;中國石油升3.01%,報3.42元;中石化升2.65%,報3.49元;中海油升1%,報10.14元。
Communication 2022-11-24 11:52 財經茄呢啡 光通訊概念股創威在網路通訊升級推動下,將有利於其電信設備和PON架構兩大產品受惠,今創威早盤即以25.6元攻上揚停。
Communication 2022-11-12 11:44 財經茄呢啡 先講電訊股,中移動、中聯通、中電信的預期股息率分別為8.6厘、8.1厘及7.7厘。須知道三大電訊股今年更改派息安排,由以往只在發布全年業績時派一次末期息,變成派中期息及末期息,認為全年股息相當和味。不過,投資者只能買中移動及中聯通,因為兩者的中期業績按年增加接近20%,惟中電信中期業績表現一般。
Communication 2022-10-29 11:49 財經茄呢啡 內地電訊股為現時淡市中,較穩健的收息股。不過,富瑞最新發表的報告,雖保持中國電信 「買進」的投資評級,以及內地電訊行業首選,考慮人幣兌港元匯價變化,但卻將中電信目標價由4.26元調降至3.93元,當中考慮其估值相當於明年預估PE(市盈率)約7.6倍及股息率約9.2厘。
Communication 2022-10-22 11:50 財經茄呢啡 芬蘭電信設備制造商諾基亞,競爭對手愛立信報告的財報差過預期,因持續的專利戰對盈息口造成壓力,抵消5G設備需求強勁的影響。這兩家公司股票各大挫7.6%和14.8%,令到電信股重挫2.54%,是最大賣壓中心。
Communication 2022-10-22 11:50 財經茄呢啡 勝利瑞柏基金管理合伙人暨投資總監陳建良指,中國移動、中國電信季績遜市場預期,中資電訊股上季慨經營開支升幅顯著,又話通訊費用占內地通脹數字好大部分,如果要解決通脹問題,中央好可能先向屬國有企業慨電訊業開刀,因為價錢較其他一籃子日常使費容易控制,因此擔心行業再有降費風險。
Communication 2022-09-24 11:44 財經茄呢啡 電信營運商的綜合雲市場份額將在2022-25年由37%增加到58%,而在雲業務規模經濟的有幫推動下,其盈利率下挫速度將放緩。另預計未來幾年中國互聯網行業的雲需求增加,將放緩到同比增加10%至20%,非互聯網行業的雲預算將在2022-25年間,得到40%-50%的復合年增加率。該行認為,在近期市場震動的情況下,中國電信行業屬於防御性組合,受惠於估值吸引及股息回報率可觀。
Communication 2022-09-24 11:44 財經茄呢啡 該行調高內地電訊商明年收入預計2-5%,以反映最新對雲業務收入的估算,重申中電信為行業首選,基於該集團在中國雲市場提供結構性的增加機會,及11%的股息率、派息年均復合增加率為16%具有吸引力。三大電訊商中依次偏好中電信、中移動和中聯通。
Communication 2022-09-24 11:44 財經茄呢啡 在疫情及宏觀不確定性存在的環境下,中資電訊股具有穩健增加及有吸引力的股息收益,全年股息率達8%至9%,認為具良好防守性,對該板塊繼續賣入看法,首選中電信,其後依次睇好中移動及中國聯通,目標價分別為4.8元、77.4元及5.6元,評級「跑贏大市」。中電信、中移動及聯通收市分別報2.82元、51.1元及3.7元,升幅0.3至0.7%。
Communication 2022-09-24 11:44 財經茄呢啡 智通財經APP獲悉,瑞信公布研究報告稱,電信公司具有穩建增加及有吸引力的股息收益,全年股息率達8%至9%,有良好的防守性,對該板塊續持賣入看法,首選中國電信,其後依次睇好中國移動及中國聯通。首八個月中國新增67.7萬個5G基站,高於指引的逾60萬個,對比電信商全年目標為77萬個,該行相信電信商資本開支預算上行風險仍較低。
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