大行评级|大摩:上调香港电讯目标价至11.5港元 列为行业首选股

金融界
10 Apr

摩根士丹利发表报告,将香港电讯的目标价由10.3港元上调至11.5港元,维持“增持”评级,并把该股列为行业首选股。目标价对应预测股息率7.1厘,对应美国十年期债券目标收益率3.6厘有350个基点利差。该利差较原假设缩窄50个基点,反映市场在关税和政策不确定性中对高可见度股息支付的认可。 该行同时把电讯盈科的目标价由3.9港元上调至4.5港元,基于香港电讯估值调整,投资评级维持“与大市同步”,基于...

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