大摩:若香港电讯-SS(06823)附属被撤销美国经营资格 料基本面影响可控

智通财经
Oct 16

智通财经APP获悉,摩根士丹利发布研报称,美国联邦通信委员会(FCC)拟撤销香港电讯-SS(06823)全资附属HKT International在美国的经营资格,因香港电讯与中国联通美洲(China Unicom Americas)有联系。大摩认为,若撤销程序生效,对香港电讯基本面的影响应属可控,因其国际业务收入(不含大中华区)在2024年仅占总收入不足7%,当中美国市场仅占约1%,而国际业务的利润率一般亦低于本地业务。不过,由于事态发展存在不确定性,市场负面情绪可能持续发酵。该行现予香港电讯目标价13港元及“增持”评级。

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