大摩：受增值税调高影响料中资电讯股今年股盈及派息面临下降风险

智通财经02-03

智通财经APP获悉，摩根士丹利发布研报称，中国财政部及国家税务总局联合宣布新的增值税分类，将手机数据、宽带接入及短信/彩信纳入基础电信服务，税率由原来的6%上调至9%。公告后，中资三大电信营运商均表示收入及利润将受到负面影响。该行认为上述影响程度取决于两个因素：(1)受影响收入的比例及(2)净利润率。根据该行测算，中国电信(00728)及中国联通(00762)今年每股盈利可能受影响14.1%及...

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大摩：受增值税调高影响 料中资电讯股今年股盈及派息面临下降风险

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大摩：受增值税调高影响料中资电讯股今年股盈及派息面临下降风险