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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將電訊盈科(00008.HK)評級上調至OW，將HUTCHTEL HK(00215.HK)評級下調至同等權重
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.

香港的移動和固話市場保持穩健，到目前為止，由於邊境尚未重啟，漫遊市場沒有出現明顯的復甦。摩根士丹利青睞HKT-SS(06823.HK)等綜合解決方案提供商，是行業首選。HUTCHTEL HK(00215.HK)和電訊盈科(00008.HK)關於特別股息和業務出售的評論將是值得關注的關鍵催化劑。電訊盈科評級由持平上調至增持，目標不變為5.2美元。HUTCHTEL HK評級從增持下調至持平，目標持平1.7美元。

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