You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》大摩降電盈(00008.HK)、和電(00215.HK)及香港寬頻(01310.HK)目標價
摩根士丹利發表研究報告指,在波動的行業競爭環境中,電訊商的增長韌性更顯珍貴,預期在市場競爭壓力持續存在的情況下,電信商表現或出現差異,影響今年本地電訊股增長及投資前景,建議重點關注龍頭企業,當中較看好「領頭羊」香港電訊(06823.HK),維持「增持」評級,目標價10.5元。 大摩指出,在高端市場中香港電訊憑藉用戶忠誠度、網絡質量及品牌知名度,鞏固市場地位穩固並實現穩定增長,預期該公司今年將繼續跑贏數碼通(00315.HK)及和電(00215.HK)。 至於香港寬頻(01310.HK),大摩表示對該公司的提價效率持較保守看法,同時關注其客戶潛在流失情況,評級「與大市同步」,目標價從3.5元降至3.3元。 報告又指,電訊盈科(00008.HK)來自香港電訊的股息傳導比率下跌成為上年度業績最大負面消息,大摩更指出,中期來看電訊盈科的自由現金流壓力可能持續存在,現在預測2024年股息傳導比率為90%,存在進一步下行風險,將目標價由4元下調至3.7元,評級「與大市同步」。 大摩現時選股優次為香港電訊、電訊盈科、數碼通、和電及香港寬頻,當中數碼通及和電同予「與大市同步」評級,數碼通目標價維持4.5元,和電目標價則由1.2元微降至1.1元。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account