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大行評級|大摩:HIBOR若較長時間保持3釐以下 香港電訊、電訊盈科及新意網爲受惠者

摩根士丹利指,由於美元疲軟和聯匯下限制港元升值,1個月香港銀行同業拆息(HIBOR)四天內從4釐降至1.9釐,高槓杆股份包括香港電訊、電訊盈科及新意網爲受惠者。該行認爲,如HIBOR在較長時間(2至3個月)內保持在3釐以下,相比今年初的3.5釐至4釐,可能會看到有關公司的現金流及利潤顯著增長。該行估計,HIBOR每變動100個基點,每年可爲香港電訊、電盈及新意網節省利息1.78億、2.2億及1.35億港元。

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