實德金融策略研究部

股票推介 - 中國移動 (00941.HK)

2015-08-17

傳中移動9月起推「階梯單價計費」試點

中國移動(00941.HK)將於本周四(20日)公布中期業績,市場預測中國移動(00941.HK)今年上半年純利559億元,按年下跌3.2%。

 

中國移動 (00941.HK) 主要在中國內地及香港提供移動電信及相關服務。

 

《人民郵電報》引述中國移動(00941.HK)內部人士指出,將於年內推出更優惠的降費,開展「階梯單價計費試點」,流量單價從每Mb0.15元人民幣(下同),下降至0.03元,目前該計費方式正在研究試點過程中,將根據試點情況進行優化調整,以貼近客戶需求。亦有報道指,預期以上項目將於9月起在北京等七個省市開始,明年將根據情況在全國範圍推廣。去年中國移動流量資費全年降幅為35%,今年7月資費亦較年初下降31%。

 

由於預期中國移動(00941.HK)利潤上升及折舊及攤銷費用下降,因此上調2015/16/17年盈測各1%,估計2018年後增長稍微提升,資本開支相對減少。以現價計算,中國移動(00941.HK)市盈率15倍,年收益率2.89%。從月線圖看,中國移動(00941.HK)上個月形成了[錘頭]形態後,本月應以陽燭收市,建議投資1於95元左右買入,目標117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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