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大行評級|瑞銀:上調電訊盈科目標價至5.5港元 維持“買入”評級
格隆匯 02-24 10:30
瑞銀髮表報告指,電訊盈科去年下半年收入按年升2%至199億港元,EBITDA按年持平在72億港元,低過預期,主要因爲媒體業務擴張的開支增加。公司公佈每股末期息爲0.2848港元,與去年相若,等於香港電訊全年股息的95%。該行將電盈今年至2027年的收入及EBITDA預測降0%至6%,下調每股股息預測1%至5%,料每股股息持平,而非保持香港電訊股息的穩定傳遞比例,以支持可能仍在“燒錢”的媒體和解決方案業務。該行將公司目標價由5港元上調至5.5港元,股息率7.8釐,維持“買入”評級。
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