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野村:維持香港寬頻(1310.HK)“買入”評級 目標價14.4港元
格隆匯 11-03 17:20

野村發表研究報告指,香港寬頻(1310.HK)全年收益及經調整自由現金流分別按年升85%及49%,主要是由於WTT及HKBN JOS的合併。該行認為,香港寬頻仍將面臨短期不確定因素,因為新冠疫情可能繼續對傳統寬頻業務造成壓力,將其目標價由14.6港元輕微下調1.37%至14.4港元,維持“買入”評級。

野村指,香港寬頻將不會主動擴張住宅用户數量,而是聚焦更多在與WTT及HKBN JOS的協同效應,以及其變現能力。該行預期,香港寬頻2021-23年度的經調整自由現金流複合年增長率為7%。

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