《大行報告》摩通降和電(00215.HK)評級至「減持」 升數碼通(00315.HK)至「增持」
摩根大通發表研究報告指出,由於政府縮短隔離檢疫期,令出境旅遊數字溫和增加,預期漫遊業務收入稍微復甦,該行將和電(00215.HK)目標價由1.3元上調至1.4元,數碼通(00315.HK)目標價由4.1元升至5元。
不過,該行將和電評級由「中性」降至「減持」,相信其自5月底以來股價反彈36%(相對於恆指升4%)已過分反映漫遊業務輕微改善的情況,但對數碼通的評級則由「減持」上調至「增持」,因其股價較和電落後,預期將有所反彈,以反映漫遊收入觸底回升情況。
此外,摩通認為,隨著暑假的臨近,出境旅遊復甦情況或將於短期內持續,建議未來三個月作配對交易(pair trade),買數碼通沽和電。
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