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大行評級 | 摩根大通:看好香港電訊,降香港寬頻目標價至11港元
格隆匯8月13日丨摩根大通發表研究報告,指香港流動通訊市場維持穩定,更多較經濟5G計劃出臺,過去一年寬頻市場競爭則加劇。香港電訊(6823.HK)繼續爲該行喜好股份,股息收益率約7%,未來每股分派穩定增長亦具高可見度。即使香港寬頻(1310.HK)長期股息可持續性較香港電訊相對不確定,在近期股價回調後,其股息收益率約9%屬十分高,該行下調香港寬頻目標價由13.5港元降至11港元,評級增持。並予香港電訊增持評級,目標價維持13港元。
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