瑞银:若香港电讯-SS(06823)美国业务许可被撤销对盈利影响有限

智通财经
Oct 17, 2025

智通财经APP获悉,瑞银发布研报称,就美国联邦通讯委员会(FCC)拟撤销香港电讯-SS(06823)附属在美国提供电讯服务业务的许可,瑞银认为,潜在禁令对公司盈利影响有限,因公司对美国市场的敞口很小; 美国市场占公司总收入不足1%,且该业务的利润率相对较低。该行相信,在监管不确定性升温之际,预测2026年股息收益率约7.6%具吸引力,可支持股价。该行现予香港电讯“买入”评级,目标价13.4港元。

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