《大行》摩通：中电信(00728.HK)首季业绩疲弱惟有望实现全年指引首选中移动(00941.HK)

阿斯达克财经04-24

摩根大通表示，中电信(00728.HK) 第一季度业绩疲弱。尽管采取严格的成本控制措施，但由于工业数字化业务增长放缓，收入增长有所下降，息税折旧摊销前利润(EBITDA)和盈利增长亦有所放缓。应收账款激增导致现金流下降，但该行认为中电信仍有望在今年实现“收入增长良好，净利润率提高”的全年指引目标。

在中国电讯企业中，摩通首选中移动(00941.HK) ，认为中移动的股价防御性和股息能见度(到2026年，派息比率将提高到75%以上)在行业中名列前茅。此外，摩通还认为，在中移动的股价表现跑输中电信及联通(00762.HK) 10%-15%之后，中移动的股价有上升空间。(ad/k)(港股报价延迟最少十五分钟。沽空资料截至 2024-04-23 16:25。)

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《大行》摩通：中电信(00728.HK)首季业绩疲弱惟有望实现全年指引 首选中移动(00941.HK)

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《大行》摩通：中电信(00728.HK)首季业绩疲弱惟有望实现全年指引首选中移动(00941.HK)