《大行報告》摩通:「0+0」推動漫遊更快復甦 首選和電(00215.HK)
摩根大通發表報告指,港府公布自今日(14日)起將結束「0+3」海外抵港檢疫模式,並放寬所有海外抵港人士的旅遊限制。該行認為,自今年9月底開始香港的跨境旅客流動有顯著改善,由「3+4」至「0+3」,預計最新的政策放寬以及明年初或重新與內地通關的支持下,旅客流動會有進一步提升,並推動漫遊加快復甦。
於香港重新開放主題下,摩通電訊股中首選和電香港(00215.HK),予其「買入」評級及目標價1.7元。該行認為,集團盈利對漫遊恢復有最高敏感度,市場或因應漫遊復甦而調升盈利預測,加上其明年或會分派特別股息。
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