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M Stanley Upgrades PCCW (00008.HK) to OW, Downgrades HUTCHTEL HK (00215.HK) to Equalweight

M Stanley Upgrades PCCW (00008.HK) to OW, Downgrades HUTCHTEL HK (00215.HK) to Equalweight

M Stanley将电讯盈科(00008.HK)评级上调至OW，将HUTCHTEL HK(00215.HK)评级下调至同等权重
AAStocks ·  2021/07/26 02:20

Hong Kong's mobile and fixed-line markets stayed solid, without notable roaming revival so far as the border has yet to be rebooted. Morgan Stanley preferred integrated solutions providers like HKT-SS (06823.HK), being the sector top-pick.

Comments of HUTCHTEL HK (00215.HK) and PCCW (00008.HK) on special dividend and business sale would be key catalysts to watch.

PCCW was upgraded from Equalweight to Overweight, with an unchanged target of $5.2. HUTCHTEL HK was downgraded from Overweight to Equalweight, with an unchanged target of $1.7.

香港的移动和固话市场保持稳健，到目前为止，由于边境尚未重启，漫游市场没有出现明显的复苏。摩根士丹利青睐HKT-SS(06823.HK)等综合解决方案提供商，是行业首选。HUTCHTEL HK(00215.HK)和电讯盈科(00008.HK)关于特别股息和业务出售的评论将是值得关注的关键催化剂。电讯盈科评级由持平上调至增持，目标不变为5.2美元。HUTCHTEL HK评级从增持下调至持平，目标持平1.7美元。

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