《大行報告》野村下調香港電訊(06823.HK)目標價至12.6元 評級「買入」
野村發表報告指,由於香港電訊(06823.HK)國際電信部門的收入低於預期,將2021年至2022年的盈利預測略微下調3%至5%,重申「買入」評級,目標價由13.32元下調至12.6元,意味著較昨日收市價有18.4%的上升空間。
野村認為,在經濟不穩定的情況下,香港電訊作為香港唯一的綜合電信營運商,具有一定的尸韌性。目前2022年7.2%的股息率亦都具吸引力。此外,該行認為,長遠香港電訊應受益於5G的持續滲透和企業數字化的強勁需求,香港電訊是其在香港電信領域的首選。
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