大行評級 | 大摩:香港電訊市場屬良性競爭,行業首選香港電訊(6823.HK)
格隆匯7月21日丨摩根士丹利發表研究報告指,香港流動電訊市場競爭仍爲良性,5G業務覆蓋提升及ARPU穩定增長,將推動電訊商收入穩步增長,估計覆蓋的電訊股上半年流動電訊服務增幅達2%至4%。
大摩首選股爲香港電訊(6823.HK),看好其優質的網絡質素、強大企業客戶羣及股息增長率,目標價13港元,評級“增持”。考慮到股息收益率,大摩亦維持香港寬頻(1310.HK)及電盈(0008.HK)的“增持”評級,目標價分別爲11港元及5.3港元;同時維持和記電訊(0215.HK)及數碼通電訊(315.HK)“持有”評級。
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