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《大行報告》摩通:將電盈(00008.HK)視為香港電訊(06823.HK)良好代理 股息達9厘
摩根大通發表報告指,電訊盈科(00008.HK)今年上半年的每股派息按年穩定增長2%,主要是受到有韌性的電訊業務、媒體業務盈利能力改善、解決方案收入溫和增長,及來自香港電訊(06823.HK)的分派收益率提高。 該行相信,電盈最近公布與聯想(00992.HK)的策略合作,將可加快IT解決方案業務在亞太地區的拓展,有助釋放協同效應及改善效益。 摩通繼續喜好電盈的子企香港電訊,認為其業務多元化,股息收益率達7%,並在過去十年有持續的每股分派增長。該行視電盈為香港電訊的良好代理,電盈同時提供吸引的收益率,股息收益達9%。
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