《大行報告》大摩降數碼通(00315.HK)目標價至4.5元 重申「增持」香港電訊(06823.HK)
摩根士丹利發表報告指,香港移動通信業的競爭格局趨穩,寬帶通信的競爭格局亦改善。該行認為2023年下半年行業增長將出現分化,其中香港電訊(06823.HK)的增長最為明顯和穩定。估值重估對所有高息率的香港電信公司都是利好,但建議關注行業「領頭羊」香港電訊。
大摩認為,香港電訊是香港電訊公司中股息率最高。在考慮到其未來盈利和股息增長的彈性和可見度,預測2022至2025期間每股股息年複合增長率為4%。該行重申對香港電訊「增持」評級,目標價10.50元,意味著股息率將達到 7%。
另外,大摩將數碼通(00315.HK)目標價由4.7元下調至4.5元,維持「與大市同步」評級。
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