《大行報告》匯豐研究下調香港寬頻(01310.HK)目標價至8.7元 評級「買入」
匯豐研究發表報告指,香港寬頻(01310.HK)截至2月底止中期收入平穩,但較該行預測低出約1%,主要由於企業產品銷售較預期差。利息開支增幅超預期,致使上半財年經調整自由現金流減少49%。
報告指出,公司將發展重心放在企業服務上,2023財年第二季度訂單增長33%,表明進入2024財年勢頭良好,公司亦持續擴充企業團隊,上半財年更取得超過10份2,000萬港元或以上的合同,遠多於對上一年的4份。
計及利息成本上升及下調自由現金流預測,該行予其目標價從8.9元下調至8.7元,評級維持「買入」。
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