富瑞：予中国联通(00762)“买入”评级 目标价升至7.79港元
富瑞发布报告称，予中国联通(00762)“买入”评级，将2024及2025年收入预测各调低1%。但假设2024-2026年派息比率各升至60%、65%及70%，因同业中电信(00728)及中国移动(00941)派息比率均为70%，目标价由7.24港元升至7.79港元。
富瑞指出，联通去年第四季弱，整体表现参差，其中第四季服务收入升3.6%，表现符合预期，但EBITDA则差过富瑞及市场预期，同比跌6.4%，主要因为人工成本较预期高，2023年资本开支739亿元人民币，少于联通原来指引，2024年资本开支指引650亿元人民币，同比减12%，亦少过富瑞预期，将派息比率升至55%，略高于富瑞的54%预期，相等于联通现市值中，约55%属净现金。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
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
Hot
No comment on record. Start new comment.