《大行報告》摩通:香港電訊(06823.HK)及數碼通(00315.HK)為下半年香港電訊行業首選
摩根大通發表報告,認為數碼通(00315.HK)有望在外遊恢復後受惠漫遊需求復甦,股價有追落後空間,又估計和電香港(00215.HK)有可能在中期業績宣派特別息每股0.2元,同時又能受惠於漫遊服務復甦,不過年初至今其股價已經上升了20%,上行空間較少。報告稱,香港電訊(06823.HK)及數碼通為下半年香港電訊行業首選。
摩通表示,近期香港5G市場競爭加劇,隨著香港寬頻(01310.HK)2月推出具吸引力的5G計劃後,中移動香港和和電相繼變得進取,不過這並不是一場全面的價格戰,因為市場領導者香港電訊在定價方面保持韌性。
摩通指,寬頻市場保持穩定,競爭激烈沒有預期般激烈。報告預計本港電訊公司今年上半年將有低單位數的收入增長,行業資本支出可能在今年略有下降。
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