数码通(00315.HK)涨近一成创逾十个月高 中期盈利微增维持派息获大摩及花旗升价
数码通电讯(00315.HK)中期纯利微升0.4%维持派息,并料5G ARPU可持续增长,大摩上调数码通目标价至5.2元,评级「与大市同步」,花旗将数码通目标价由5.2元调高至5.4元,评级「买入」。该股今早扭转昨天创逾八个月高倒跌势,最高见5.1元,创逾十个月高,现造4.97元,回升9.5%,成交急增至511万股,涉资2,536万元。
数码通昨天收市後公布,截至去年底止中期纯利按年升0.4%至2.67亿元,每股盈利23.8仙,中期股息维持14.5仙,公司倾向继续派付相当於全年股东应占溢利75%作为股息。期内,营业额按年减近24%至32.44亿元,其中服务收入按年降10%至21.72亿元,主因是漫游收入大幅下跌,流动服务月费计划ARPU下降13%至196元。集团副主席兼执行董事冯玉麟预料未来升级5G的客户数量将持续增加,5G的每用户平均收入(ARPU)将可持续增长。
花旗研究指出,客户使用5G服务情况理想,预料集团不须在5G业作出显着资本支出。
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