汇丰研究发表报告指，数码通(00315.HK) 截至6月底止下半财年的漫游服务收入为3.13亿元，略高于该行预测的3亿元，主要是由于出境数据漫游服务收入达到疫情前水平的141%。然而，由于MVNO及预付业务持续疲弱，加上文字讯息收入减少，令本地服务收入转弱。这导致服务收入较预测低5%。良好的成本控制令EBITDA按年增长1.7%，但仍较该行预测低3.2%。派息则优于预期。
汇丰研究表示，在香港地区，文字讯息收入下降是整个行业的现象，收入可能会稳定在目前的水平。然而，该行预期MVNO和市场竞争仍然激烈，营运商很难基于5G和更高的服务和网络质素来提高价格。
该行下调集团2025及26财年的收入预测各3%及2.4%。由于简讯和MVNO前景较弱，将今明两财年EBITDA预测分别下调2.5%和1.2%。因此，该行将目标价由4.6元降至4.4元，续予“持有”评级。(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-09-05 16:25。)
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