金吾财讯 | 招银国际研报指,中国铁塔(00788)公布了2024财年业绩,收入同比增长4.0%至人民币978亿元,符合该行的预期及彭博一致预期。净利润同比增长10.0%至人民币107亿元,高于该行预期1.8%,但低于彭博市场预期2.2%。分业务来看,传统塔类业务(占总收入77%)收入为人民币757亿元,同比增长0.9%;室分(DAS,占9%)和两翼业务(智联+能源,占14%)继续保持双位数增长,分别达到人民币84亿元(同比增长18%)和人民币134亿元(同比增长16%)。该行维持“持有”评级,并将目标价上调至13.7港元,对应2025年4.0xEV/EBITDA(此前为3.1x2024年EV/EBITDA),等同于公司5年历史平均EV/EBITDA。
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.