《大行報告》摩通下調和記電訊香港(00215.HK)目標價至1.2元 上半年業績令人失望
摩根大通發表報告指,和記電訊香港(00215.HK)上半年業績令人 失望,主要由於收入受壓加上折舊及攤銷開支增長,令虧損擴大;且集團並無宣派特別息。該行預期集團股價將因業績疲弱而有負面反應,特別是其股價年初至今已上升14%,對比恆指為下跌14%。
摩通將和電香港股份目標價由1.4元下調至1.2元,維持「減持」評級,並調低集團今明兩年盈利預測,反映上半年業績下滑,及最近積極推廣5G。
於香港電訊商中,該行維持香港電訊-SS(06823.HK)為首選防守股,而數碼通(00315.HK)則為下半年潛在漫遊業務復甦的最佳選擇。
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