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《大行報告》大摩相信和電(00215.HK)股價60日內將升 評級「與大市同步」
阿思達克 01-10 09:49
摩根士丹利發表技術分析報告,相信和電香港(00215.HK)股價60日內將升,發生機會率超過80%,予其股份「與大市同步」評級,目標價1.4元。 該行相信,本港電訊股為重新開放概念股,認為香港與內地通關能推動行業漫遊收入恢復,由於業務利潤率高,料可推動電訊商有顯著的營運槓桿,特別有利於純流動網絡營運商。 大摩提到,疫情前漫遊收入貢獻和電香港流動服務收入約15%至20%,有關業務於去年上半年只回復至疫情前約40%,估計今年可有10至20個百分點的按年復甦。
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