摩根士丹利发表报告表示,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、宽频接入及短信/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,中电信(00728.HK) 及联通(00762.HK) 今年每股盈利可能受影响14.1%及15.2%,...
Source Link摩根士丹利发表报告表示,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、宽频接入及短信/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,中电信(00728.HK) 及联通(00762.HK) 今年每股盈利可能受影响14.1%及15.2%,...
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