德银发表研究报告指，香港电讯-SS(06823.HK) 公布去年业绩后，管理层对前景更有信心，加上市场被压抑的负担能力逐渐恢复、利率下调、客户数码化带来更多企业收入机会，及行业正逐步整固，该行将集团目标价由11元上调至12元，予“买入”评级。
德银表示，香港电讯有明显的利好因素，例如本地数据固网业务(TSS)收入上升8%，原因是基于5G、物联网、人工智能、云端及网络安全的解决方案需求殷切；流动服务收入因用户数目及ARPU增长而上升5%，而流动业务EBITDA亦上升5%；香港银行同业拆息已见顶，消除盈利压力；固网宽频定价持续上升；及大湾区的政府及机构致力推动数码化。(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-24 12:25。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.