匯豐:升香港電訊(6823.HK)目標價至12.5港元 評級“持有”
匯豐發報告稱,上調香港電訊(6823.HK)目標價,由12.1港元升至12.5港元,維持“持有”評級。
該行稱,2019年下半年香港電訊調整基金流增長3.1%,主要是因為受惠強勁成本控制。另外,2020年第二季將推出5G、企業服務增長,這將會是潛在推動力,但零售及中小企預計可能維持弱勢。
該行相信,第三季推出的5G,可能推動加快增長,但初期客户的興趣可能相對平靜,因為要等待2020年第四季的iPhone 5G手機推出,相信該公司在住宅寬頻的動力可能維持穩定。

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