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《大行報告》摩通升香港電訊(06823.HK)目標價至11元 為本港電訊業首選
摩根大通發表研報指,香港電訊(06823.HK)2023年下半年業績表現穩健,每基金單位派息增長3%,期內漫遊業務持續復甦,加上嚴格控制資本開支及營運資金水平向好,有助於抵銷去年下半年利息支出激增超過60%的影響。 該行指出,在利息支出達到高位的情況下,香港電訊仍能增加派息,同時寬頻市場競爭緩和或帶來收費上調空間,因此相信該公司是防守性最佳本地電訊股,將評級上調至「增持」,目標價從9.5元上調至11元,列為行業首選。 摩通於本港電訊業中選股喜愛次序依次為香港電訊、電訊盈科(00008.HK)、香港寬頻(01310.HK)、數碼通(00315.HK)以及和記電訊香港(00215.HK)。
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