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《大行報告》摩通一舉升和電香港(00215.HK)評級至「增持」 上調數碼通(00315.HK)目標價至5.8元
摩根大通發表報告指,香港政府宣布周一(26日)起將入境檢疫安排調整為「0+3」,預期出遊量大增下,政策放寬將加快電訊商漫遊業務的復甦。 該行一舉將和電香港(00215.HK)評級由「減持」升至「增持」,指出由於中期未派發特別股息,6月至今公司股價累計下跌35%,對比同期恆指僅下跌16%。摩通將其目標價相應由1.2元升至1.7元,今明兩年漫遊業務收入預測上調35%及36%,預計股價將迎來重估,列為行業首選。 摩通亦將數碼通(00315.HK)的目標價由5.5元上調至5.8元,認為數碼通年初至今股價表現跑贏恆指23%,部分反映了其漫遊業務的復甦,認為隨著政策放寬,股價上漲空間更大,評級「增持」。
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