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《大行報告》摩通上調香港寬頻(01310.HK)及香港電訊(06823.HK)目標價 寬帶競爭不如預期激烈
摩通發表本港電訊業報告,針對電訊業的定價趨勢,香港寬頻(01310.HK)和香港電訊(06823.HK)已調低寬頻上網費,但行業競爭並沒有預期的激烈。運營商正試圖透過捆綁媒體及上網服務,以增加平均每付費客戶收入(ARPU),而中移動和和記電訊則在5G上更加進取。 該行將香港寬頻目標價由10元上調至11元,香港寬頻股價今年迄今累升9%,維持「中性」評級;香港電訊爲該行首選,將目標價由13元調高至13.5元,股息率7%,派息增長前景穩定,預期跑輸大市的股價可追上同業,評級「增持」。該行上調兩股目標價,反映競爭不太激烈,ARPU更佳的前景看法。(me/u) ~
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