中银国际:降中国铁塔(00788)目标价至12.73港元 重申“买入”评级

智通财经网
Aug 06

智通财经APP获悉,中银国际发布研报称,中国铁塔(00788)上半年盈利同比增长8%至57.6亿元人民币,大致符合市场预期,相当于该行全年盈利预测的46%。期内“两翼”业务收入占集团收入14%,主要受跨行业站址应用与能源业务持续双位数增长所带动。另外,次季EBITDA利润率改善0.4个百分点至69%,反映管理层有效管控营运开支,以及公司两翼业务的规模经济效益提升。管理层预期全年盈利将维持高单位数增长,股息率不低于76%。该行重申中国铁塔“买入”评级,惟因上调折旧费用预期,将2025至2027年的盈利预测下调3%至10.8%,目标价下调至12.73港元。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10