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《大行報告》匯豐研究:香港寬頻(01310.HK)全年度業績遜預期 但冀夥Disney+及拓企業服務達新目標
匯豐研究發表研究報告指,香港寬頻(01310.HK)全年度業績遜預期,收入及EBITDA分別按年增長5%及3%,表現較該行預期的增長18%及11%遜色。消費市場在競爭激烈中,香港寬頻住宅解決方案下半財年收入增長達到4%,高於預期,並扭轉上半財年的跌勢。 匯豐研究指,住宅及移動業務增長有限,而企業市場競爭相對低,認爲香港寬頻專注於企業市場發展具有商業邏輯性。考慮到增長前景低於早前預測,該行將2022及2023財年EBITDA預測分別下調2.6%及2.9%。 香港寬頻與迪士尼公司(DIS.US)達成合作,下月將推出Disney+串流服務,預期將成爲潛在的催化劑,預期有助公司達到未來兩年的發展目標,維持「買入」評級,目標價由13.2元降至12.2元。
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