You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
高盛:下調香港電訊商盈測 受宏觀環境不明朗影響
格隆匯 12-03 11:32

高盛發表報告表示,指自8月起,香港電訊(06823.HK)股股價跌最多16%,較恆指跌幅為高,相信是與香港宏觀經濟轉弱,而部份公司的表現遜預期有關。5G頻譜亦於11月完成拍賣,行業開支為19.11億元,高於預期28%。

該行指,下調香港電訊商盈利預期,及為香港電訊和記電訊香港(00215.HK)計入2022年的預期表現,降移動電話收入預期,以反映服務收入預期下降和手機銷售預期,降EBIT預期以反映頻譜攤銷成本增加,和網絡成本增加,並下調2020至2021年盈利,其中香港電訊下調2-5%,數碼通下調4-7%,和記電訊香港下調4-6%。

該行又指,香港寬頻(01310.HK)盈利會包括來自收購JOS的貢獻,升其2020至22年盈利預期6-7%,經調整自由現金流3-6%,維持對其“買入”投資評級。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account