《大行報告》瑞銀看好香港寬頻(01310.HK)給予「買入」評級
瑞銀發表研究報告,指投資者或可能關注香港寬頻(01310.HK)最近的策略轉變,但認為其進取的推銷文化、員工與股東利益的緊密結合,以及穩健的網絡基礎設施仍是公司在相對成熟市場中實現超額盈利增長的關鍵因素。該行續指,併購WTT將會成為主要增長動力,並相信市場低估了其潛在的收入協同效應,給予「買入」投資評級,目標價16.9元。
香港寬頻表示,將會再次通過競爭性定價策略來達到用戶份額增長,回復過去對其有利策略,並會與TVB合作,在高端組合中加入MyTV SUPER Gold服務。另外,政府還推出了一項7.74億元補貼基金,以幫助進入偏遠地區,認為這可能有助於香港寬頻將其覆蓋範圍擴大到一些有利可圖並難以進入的地區。該行相信,公司有能力在未來2至3年在住宅寬頻方面進一步獲取份額。
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