大摩:5G家居寬頻為數碼通(0315.HK)帶來機會 目標價4.5港元
摩根士丹利發表研究報告指,數碼通電訊(0315.HK)2020年度下半年漫遊業務的影響較大,而5G需求良好,5G家居寬頻服務以每月148港元的價格開闊了新的市場機會。該行予其“與大市同步”評級,目標價4.5港元。
大摩指,數碼通上年度下半年服務收入按年跌5.3%至22億港元,優於該行預期;移動用户總數按年升6%至270萬;平均用户流失率改善到0.7%,為全行業最低。
大摩指,數碼通還計劃推出5G家居寬頻服務,早鳥計劃的價格為每月148港元,並提供無限的5G數據用量,將可服務現時固網服務壟斷下,有20%客户沒有光纖或價格高昂,管理層對該業務充滿信心,而未來幾年5G的資本支出將與過去的4G時期相似。

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.