摩根士丹利发表研报指,预期香港电讯行业的竞争格局将基本保持不变,服务收入将持续录得低单位数增长,至于宽频每使用者平均收入(ARPU)短期内可能会有更多上升空间,但竞争格局才是值得关注的重点。报告预计,大多数电讯公司将交出符预期业绩,即核心服务收入预计增长0%至2%。该行亦将竞争及收益率(美联储暂停减息)列为主要风险。同一时间,任何经济及市场的不确定性都可能为股价带来上行空间。大摩认为,香港电讯约...
Source Link摩根士丹利发表研报指,预期香港电讯行业的竞争格局将基本保持不变,服务收入将持续录得低单位数增长,至于宽频每使用者平均收入(ARPU)短期内可能会有更多上升空间,但竞争格局才是值得关注的重点。报告预计,大多数电讯公司将交出符预期业绩,即核心服务收入预计增长0%至2%。该行亦将竞争及收益率(美联储暂停减息)列为主要风险。同一时间,任何经济及市场的不确定性都可能为股价带来上行空间。大摩认为,香港电讯约...
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