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Goldman Sachs: Maintains "Buy" rating for the three major telecom operators, expecting that the decline in cash flow in the first quarter will have a controllable impact.
Overall, the bank believes that Chinese telecommunications companies still have the ability to maintain dividend growth.
After ongoing fluctuations, the market may be nearing a directional choice, with the AI, Siasun Robot&Automation, and other Technology growth sectors likely to rebound.
Looking back at the market situation before the festival, the market has been in a state of fluctuating consolidation, and the atmosphere of market observation remains quite strong.
China Unicom to Deepen Digital-intelligence Integration, Innovation to Empower Digital China
CHINA UNICOM: 2024 Annual Report
UBS Group: Maintains CHINA TELECOM (00728) 'Buy' rating and lowers the Target Price to 6.6 Hong Kong dollars.
CHINA TELECOM's quarterly service revenue growth lags behind CHINA MOBILE and China United Network Communications, with a Net income growth of 3.5%, which is roughly consistent with CHINA MOBILE but behind China United Network Communications' 5.6%.
Zheshang: The low point of the annual performance of telecom operators has passed, and the growth of AI computing power is accelerating.
With the elimination of one-time disturbances, gradual consolidation of demand recovery, and the demand driven by AI being gradually realized, the growth rate of the Operation Industry in the first quarter may be the lowest point of the year, with an expectation of showing a "low at the front and high at the back" trend for the entire year.
