《大行報告》匯豐研究下調香港電訊(06823.HK)目標價至13.2元 降電盈(00008.HK)目標價至5元
匯豐環球研究發表報告,將香港電訊-SS(06823.HK)股份目標價由13.6元下調至13.2元,並恢復覆蓋研究電盈(00008.HK),將其目標價則由5.4元調低至5元,兩企評級均為「買入」。
匯豐表示,香港電訊及電盈股價在過去一個月分別下跌14%及15%,主要由於市場波動及未來利率料會上升。不過,該行相信兩企的基本面都在改善,創造了以近七年低位買入香港電訊股份的機會。而基於來自香港電訊100%派息比率的股息收入,電盈在現水平的股息收益率達11.4%。
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