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《大行報告》大摩上調數碼通(00315.HK)目標價至5.2元 中期業績優預期
阿思達克 02-24 09:47
摩根士丹利發表報告指,數碼通(00315.HK)截至去年12月底止中期業績優於該行預期,主要是受惠於穩固的成本控制。而集團服務收入雖然按年下跌9.9%,但按半年計仍維持持平於22億元。

該行表示,集團5G業務的需求良好,上客達10%且平均ARPU持續提升50至100元,表現超出預期,並幫助抵銷漫遊業務的收入減少。另外由於數據需求大增,家居寬頻服務亦受到客戶歡迎。

大摩上調數碼通股份目標價,由4.8元升至5.2元,評級維持「與大市同步」,並調升集團2021及2022財年盈利預測分別1.8億及1.4億元,最新料賺5.24億及4.18億元,以反映更佳的成本控制。

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