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港股異動 | 和記電訊香港跌4% 績後遭匯豐降評級至“持有”
格隆匯 03-02 13:09
格隆匯3月2日丨和記電訊香港(0215.HK)現報1.44港元,跌4%,暫成交1067萬港元,最新總市值69億港元。和記上週五(28日)晚間公佈,2019年股東應占溢利上升6%至4.29億港元,每股盈利為8.90港元,較去年增加6%。服務收益微減1%至36.13億港元,主要是由於本地數據月費計劃的價格受壓所致,部分跌幅因漫遊數據收益增長強勁,以及企業解決方案帶來更多貢獻所抵銷。績後匯豐研究發報告稱,公司的股價過去4個月上升了13.3%,已反映良好的經營勢頭,預期今年的情況會惡化,下調目標價8.5%至1.62港元,評級由“買入”降至“持有”。該行指,公共衞生事件的其中一個影響很可能是漫遊減少,集團的漫遊部分佔服務收入20%,比例高於同業。此外,由於900MHz和2100MHz頻譜續期成本高,預期2021年頻譜攤銷費用將增加。
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