Morgan Stanley-China Telecom Visible and Attractive Dividend Growth-107237940
China Telecom | Asia Pacific 2023 results and briefing had no major surprise, and the messages were similar to peers'. We forecast a 2023-26 dividend
报告摘要
China Telecom | Asia Pacific 2023 results and briefing had no major surprise, and the messages were similar to peers'. We forecast a 2023-26 dividend
核心要点
- 2023 results and briefing had no major surprise, and the
- 2024 and onwards, driving a 10% DPS CAGR over 2023-26 (in RMB terms).
- 0.33 0.36 0.39 0.40
- 30.4 32.7 34.6 36.9
报告信息
- 文件全名
- 《Morgan Stanley-China Telecom Visible and Attractive Dividend Growth-107237940.pdf》
- 适合读者
- 核心数据
- CAGR of 10%, given the company's commitment to increase
- payout to >75% by 2026 and solid earnings, making its ~7%
- Overall healthy growth in 2024: We forecast service revenue to grow 6.3% and net
- profit to grow 7.5% in 2024, slightly moderating from 2023. Management did not
- Industrial Digitalization, we forecast revenue to grow 14% (vs. +18% in 2023), as
- 核心议题
常见问题
《Morgan Stanley-China Telecom Visible and Attractive Dividend Growth-107237940》主要包含哪些内容?
China Telecom | Asia Pacific 2023 results and briefing had no major surprise, and the messages were similar to peers'. We forecast a 2023-26 dividend核心数据:CAGR of 10%, given the company's commitment to increase;payout to >75% by 2026 and solid earnings, making its ~7%;Overall healthy growth in 2024: We forecast service revenue to grow 6.3% and net。
这份报告由哪家机构发布?
本报告由Morgan Stanley发布,发布于 2024 年。
这份报告覆盖哪一年、篇幅多大?
覆盖 2024 年,全文约 18。
这份报告是免费的吗?如何获取?
本报告免费查阅,登录资料宝后即可在线获取完整内容。
这份报告适合哪些读者?
适合战略规划、行业研究员等读者参考。
报告涉及哪些关键议题?
重点分析了5G等议题。
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