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大行評級|大摩:香港電訊為香港最好的電訊股投資標的 目標價上調至11.3港元
格隆匯 09-19 14:04

摩根士丹利的研究報吿指,香港電訊仍為香港最好的電訊股投資標的,為行業內該行唯一予“增持”評級的公司,指公司在持續競爭環境中最具韌性,亦受惠投資週期見頂及減息,目標價從10港元上調至11.3港元。另外,見到香港寬頻的資產負債表正在修復,將評級由“減持”升至“與大市同步”,目標價從2.2港元上調至3港元。該行指,行業競爭格局不變,而對利率的敏感度及資本支出見頂也為各股創造了自由現金流上行空間,同時股息率在減息週期的初期仍為偏好的投資主題。

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