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大行評級|大摩:維持電訊盈科“與大市同步”評級 目標價3.7港元

摩根士丹利發佈研究報吿稱,維持電訊盈科“與大市同步”評級,目標價為3.7港元。

報吿稱,據媒體報道,電訊盈科接近達成出售40%光纖業務股權予國企招商局企集團,作價8.5億美元至9億美元,雙方正在落實細節,有望在數週內公佈,大摩認為交易對電盈下跌提供支持,出售有望減輕現金流壓力,同時認為消息已大部份在股價上反映,因早前已有連串報道。

至於對香港電訊,大摩認為股價反應有限,因為細節上未有交易架構等細節,仍未清楚對香港電訊的影響。

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