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大行評級 | 大摩:維持香港寬頻“大市同步”評級,目標價5.5港元
格隆匯3月1日丨大摩發研報指,據報香港寬頻(1310.HK)獲環球全域電訊(HGC Global Communications Limited)提出收購要約,公司估值可能超過10億美元,摺合每股約6港元,較該股上一個收市日溢價18%。報吿維持“大市同步”評級,目標價5.5港元。報吿指,香港寬頻市場長期受競爭帶來壓力,現時香港電訊(6823.HK)為最大的香港電訊商,市佔率約55%,僅次是香港寬頻約35%,有線寬頻(1097.HK)約8%。香港寬頻在2016年以6.5億元收購新世界電訊;和記電訊(0215.HK)在2017年以145億港元出售環球全域電訊;而香港寬頻在2019年以55億港元收購匯港電訊(WTT)。該股現報5.59港元,總市值73億港元。

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