格隆汇9月12日|瑞银发表研究报告,预期美联储9月中开始减息周期,该行香港经济团队料香港2025年三个月HIBOR会比今年低130个基点,同时认为较低利率环境对电讯业基本面有利,可减轻企业的偿债负担,带动资金流入风险资产,更有可能随股息收益率的受压而导致重新评级。该行表示,基于香港电讯公司的流动债务约在50%水平,认为利息成本会降低,从而令股息前景改善。 该行将香港宽频目标价由3.16港元升至...
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