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《大行報告》匯豐研究上調香港電訊(06823.HK)目標價至13.4元 評級「買入」
阿思達克 08-06 15:42
匯豐研究發表報告指,受到漫遊服務表現下跌影響,香港電訊(06823.HK)經歷了一個困難時期,目前前景看起來有所改善,低流失率證明客戶正穩步遷移至5G。在固網方面,預計香港電訊將繼續受益於企業數字化,以及客戶升級其寬帶連接速度和家庭解決方案。目標價由13.3元上調至13.4元,維持評級「買入」。 匯豐研究將2021年至2022年的銷售額和EBITDA預期分別降低1.3%、1.7%和0.8%、1.2%。由於財務費用低於預期,將2021年的營業利潤預測提高了0.9%,淨收入提高4.9%。該行認為,與5G相關的初始資本支出大部分已經發生,未來幾個時期資本支出和現金流前景將保持穩定。
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