《大行報告》匯豐研究上調數碼通(00315.HK)目標價至5.6元 評級「買入」
匯豐環球研究發表研報指,撇除政府補貼相關影響後,數碼通(00315.HK)全年度核心純利增長16%,股息按年持平,儘管經營環境持續艱難,但仍交出穩健業績,各業務領域都錄得良好增長,同時網絡成本控制表現良好。
該行認為,數碼通整體運成本將繼續呈下降趨勢,預期隨著公司拓展5G家庭寬頻產品、漫遊業務復甦,以及繼續專注於差異化服務,都將成為未來1至2年的潛在收入增長動力。
匯豐研究表示,由於本地業務和漫遊收入預測提高,相應亦將數碼通2023至2024財年收入預測上調1%,EBITDA預測基本保持不變,2023財年淨利潤預測上調1.3%,該行將數碼通目標價由5.5元升至5.6元,此按現金流折現率作估值,維持「買入」評級。
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