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《大行報告》高盛降香港寬頻(01310.HK)評級至「中性」 目標價下調至10.5元
阿思達克 06-18 10:32
高盛發表報告,將香港寬頻(01310.HK)投資評級從「買入」下調至「中性」,目標價由14.9元下調至10.5元,因全球新冠疫情形勢的不確定性打擊本港經濟活動,影響香港寬頻執行業務組合,預計其未來3年內經調整自由現金流和每股股息增長將會放緩。

高盛表示,香港寬頻2020財年的每股股息按年增長7%,而管理層在2021年上半財年的業績網上會議中提供的指引爲2021財年的每股股息將以溫和的個位數增長。相比之下,公司之前的共同持股計劃III中的目標是在2020和2021財年分別按年增長16%和25%。管理層將未能實現該目標的歸因於疫情導致業務活動放緩,未來將爭取獲得更多企業客戶,對整體業務增長持相對保守看法。

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