實德金融策略研究部

股票推介 - 中國電訊 (00728.HK)

2015-09-30

 工信部:手機上網流量連續八個月翻倍

中國電信(00728.HK) 公布,於10月1日起,實施手機流量當月不清零服務,即手機上網按流量計費的月套餐用戶,當月套餐內剩餘流量延期結轉至下月月底前使用。公司表示,將繼續積極發揮4G網絡優勢,在提速降費的同時,鼓勵客戶提升數據使用量,薄利多銷,努力降低有關優惠措施對收入和淨利潤的負面影響,締造多贏,推動業務持續發展。

另外,工信部最新發布數據顯示,8月內地4G用戶淨增超過2,600萬,光纖接入(FTTH/0)用戶淨增396.7萬,8Mbps及以上接入速率的寬帶用戶佔比不斷提高。移動寬帶用戶佔比達55%,4G用戶規模超2.7億。在4G移動電話用戶快速增長及數據套餐資費不斷下調等因素帶動下,移動互聯網接入流量消費保持高速增長態勢。值得注意的是,隨著「三網融合」業務穩步推進,IPTV用戶淨增746.4萬戶,總數達到4,110萬戶。首八個月,移動互聯網用戶總數淨增7,056.2萬戶,總數規模達9.46億戶,同比增長7.5%。

從月線圖形上看,中國電信(00728.HK)已準備回升,較強支撐位3.10元,建議投資者於3.50元之下已可買入,短線目標4.30元,中線則可望測試5.20元。




(筆者為香港證監會持牌人士 - 李慧芬小姐)

電郵research@successfn.com

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