小摩：中资电信股最新评级及目标价(表) 首选中国电信(00728)

智通财经2022-08-05

智通财经APP获悉，小摩发布研究报告称，考虑到收入增长放缓，下调多只中资电信股目标价，但继续偏好在市场波动下具防守性的股份，选股次序为中国电信(00728)、中国移动(00941)、中国联通(00762)，最后为中国铁塔(00788)。中资电信股即将公布业绩，预计由于业务经营受疫情影响，第二季收入增长都将放缓，EBITDA利润率也持续受压，但纯利将同比增长6%至18%(仅中国铁塔或按季下跌)。该行...

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