《大行報告》星展降和電(00215.HK)目標價至1元 漫遊業務復甦支持未來盈利成長
星展發表報告表示,下調對和記電訊香港(00215.HK)目標價,由1.2元降至1元,維持「持有」評級。
該行指,和記電訊香港的漫遊收益在疫情期間佔整體服務收益6%,低於疫前的12%。漫遊收益正在出境及入境旅客增加下上升,預期2023年及2024年漫遊收益將恢復至疫前70%及90%。
星展亦預期和記電訊香港的本地流動通訊服務收入在2024年持平,受競爭環境加劇影響,但強勁的漫遊收益復甦將支持每用戶平均收益(ARPU)及未來盈利增長。
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