摩根大通：香港电讯股基本面出现分化首选香港电讯

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摩根大通发表报告指，由于香港电讯股的基本面出现分化，且美国利率前景仍不明朗，该行建议投资者选择性地选股。该行指，在电讯盈科自去年以来股价表现跑嬴同业约30%后，将其评级由“增持”下调至“中性”，因为担心股息前景及有潜在的获利压力，目标价由4.4港元下调至4港元，相当预测内含价值对EBITDA的6.3倍。同时对香港宽频评级由“增持”削至“减持”，因为公司在执行力、企业管治和资产负债率方面存在结构性...

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摩根大通：香港电讯股基本面出现分化 首选香港电讯

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摩根大通：香港电讯股基本面出现分化首选香港电讯