《大行報告》星展降數碼通(00315.HK)評級至「持有」 目標價下調至4.2元
星展發表研究報告指,數碼通(00315.HK)旗下漫遊收入正隨著入境和出境旅客數量上升而增加。該行預計公司2024財年的漫遊收入將恢復至疫情前水平的約85%。另外,由於競爭加劇,該行料2024財年本地手機服務收入增長將會持平,不過,強勁的漫遊收入復甦將支持公司每用戶平均收入(ARPU)和未來盈利增長。
該行將數碼通2024財年至2026財年(截至6月底止財年)的盈利預測分別下調9%、11%和12%,以反映競爭加劇及庫存和服務成本上升而導致的ARPU預測下降,料期內利潤將分別增長73.7%、9.8%和9.6%。該行將集團目標價由7.1元下調至4.2元,評級由「買入」降至「持有」。
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