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《大行報告》匯豐研究上調本港電訊股目標價 升和電(00215.HK)評級至「買入」
匯豐環球研究發表報告指,本港放鬆入境限制預計將帶動商務和旅遊訪客快速增加,從而提高潛在收入。在疫情之前,本港漫遊流量佔服務收入的13至20%。在2021財年,這個比例已降至4至8%。入境漫遊的利潤率通常高於出境漫遊,因為香港以外的電信公司基本上以固定成本為基礎租用容量,該行預計,5G發展的穩定遷移將保持積極。 該行將和記電訊香港(00215.HK)評級由「持有」上調至「買入」,並籲買入數碼通(00315.HK)和香港電訊(06823.HK),分別上調目標價4.5%、5.3%和1.5%,各至1.61元、6元及13.4元。 匯豐環球研究預計,2023財年的的漫遊收入預測仍比2018財年本港電訊公司的業績中低17至47%,認為行業不太可快速恢復到2018年的水平。
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