《大行報告》摩通一舉升香港寬頻(01310.HK)評級至「增持」 與中電信(00728.HK)同為今年大中華區首選
摩根大通發表報告,上調對香港寬頻(01310.HK)評級,由「減持」一舉升至「增持」,並與中電信(00728.HK)並列為今年大中華區電訊股首選。
該行指,內地及香港電訊股去年分別跑贏恆指34%及7%,受惠市場在熊市下輪動至防守性股份。該行今年對內地電訊股仍然看好,預期營運商受惠於持續的重估及雲市場市佔擴張。香港同業則受惠本地經濟復甦及漫遊需求上升,惟香港電訊-SS(06823.HK)評級由「增持」降至「中性」。
下表列出摩根大通對本港上市內地及本港電訊股目標價及投資評級:
股份│投資評級│目標價
中移動(00941.HK)│增持│65元->70元
中電信(00728.HK)│增持│3.5元->4.5元
聯通(00762.HK)│中性│3.7元->5.8元
香港寬頻(01310.HK)│減持->增持│4.5元->7元
香港電訊-SS(06823.HK)│增持->中性│11元->9.5元
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