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《大行報告》花旗上調數碼通(00315.HK)目標價至5.8元 評級「買入」
花旗發表研究報告指,數碼通(00315.HK)中期業績基本符合預期,收入及純利均達到該行及市場全年預期的一半以上。展望未來,花旗預計2023財年公司漫遊業務將加快復甦,加上5G普及率的提高將支持移動服務ARPU增長。 另外該行認為在持續的企業數字化支持下,數碼通的企業解決方案業務可能成為長期的收入增長動力。中期EBITDA利潤率按年下降0.6個百分點,花旗預計在漫遊業務回升及嚴格成本控制下,未來幾個季度的利潤率將有所改善,將2023至2025年純利預測上調4%至7%,以反映更強勁的收入和盈利前景,維持「買入」評級,並將目標價從5.1元上調至5.8元。
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