《大行报告》瑞银看好香港宽频(01310.HK)给予「买入」评级
瑞银发表研究报告,指投资者或可能关注香港宽频(01310.HK)最近的策略转变,但认为其进取的推销文化、员工与股东利益的紧密结合,以及稳健的网络基础设施仍是公司在相对成熟市场中实现超额盈利增长的关键因素。该行续指,并购WTT将会成为主要增长动力,并相信市场低估了其潜在的收入协同效应,给予「买入」投资评级,目标价16.9元。
香港宽频表示,将会再次通过竞争性定价策略来达到用户份额增长,回复过去对其有利策略,并会与TVB合作,在高端组合中加入MyTV SUPER Gold服务。另外,政府还推出了一项7.74亿元补贴基金,以帮助进入偏远地区,认为这可能有助於香港宽频将其覆盖范围扩大到一些有利可图并难以进入的地区。该行相信,公司有能力在未来2至3年在住宅宽频方面进一步获取份额。
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