免責聲明:

免責聲明:本網誌純屬個人文章, 所有評論全是表達個人意見, 絕對不應視作為投資見議. 本人同時不能保證文章內容的確實性. 讀者必須自行判斷和研究. 至於讀者的一切投資決定, 不論成敗得失. 一概與本人無關.

2019年8月8日星期四

中國鐵塔(788)

中國鐵塔半年度業績,收入379.8億元人民幣(下同),按年升7.5%。EBITDA達到278.15億元,按年增33%;自由現金流達到118.92億元,甚為強勁;純利25.48億元,按年升110.6%,每股盈利0.0145元,相當不俗。集團近乎壟斷內地塔類站業務及極強5G概念,而塔類租戶達308.2萬個。預計今年度市盈率將降至<50倍,依然偏高,但業務獨特性及近千億港元(下同)市值,有望加入藍籌股俱樂部。
現價1.99元 市盈率97.6倍 股息率N/A 市值928億元

7 則留言:

  1. 788.HK now is around HK$2.00,

    its half yearly EPS = @RMB0.0145/share (approx. @HK$0.016/share)

    Dividend yield = ?

    What is its updated NAV/share? ... Of which, any "Net Cash Per Share" ?

    If it becomes a Blue Chip, will these financial data be changed ? ... If no, I don't want it be included in HS Index!

    ^_^

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    1. Some years ago, 1038.HK(< HK$25) was replaced by 2600.HK(>HK$11) as member of HS Index, ... but now, seldom people are interested in 2600.HK, ... while 1038.HK is a Blue Chip again.

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    2. P.S.1038.HK:~ Jun 2008(Out) & Mar 2016(In).

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    3. P.S.2600.HK:~Jun 2008(In) & Mar 2013(Out).

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    4. 我只是評論,加入恒指對股價有利,但也要看公司本質,未必實升。

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  2. estimate EPS for 2019 is 0.037.
    Estimating the forecasted PE should be around 70-90
    the price should be around 2.6 to 3.33 next year.

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