港股异动 | 和记电讯香港跌4% 绩后遭汇丰降评级至“持有”
格隆汇3月2日丨和记电讯香港(0215.HK)现报1.44港元,跌4%,暂成交1067万港元,最新总市值69亿港元。和记上周五(28日)晚间公布,2019年股东应占溢利上升6%至4.29亿港元,每股盈利为8.90港元,较去年增加6%。服务收益微减1%至36.13亿港元,主要是由于本地数据月费计划的价格受压所致,部分跌幅因漫游数据收益增长强劲,以及企业解决方案带来更多贡献所抵销。绩后汇丰研究发报告称,公司的股价过去4个月上升了13.3%,已反映良好的经营势头,预期今年的情况会恶化,下调目标价8.5%至1.62港元,评级由“买入”降至“持有”。该行指,公共卫生事件的其中一个影响很可能是漫游减少,集团的漫游部分占服务收入20%,比例高于同业。此外,由于900MHz和2100MHz频谱续期成本高,预期2021年频谱摊销费用将增加。
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