中银国际:料中国移动收购可整合市场 目标价维持88.3港元
Zhi Tong Cai Jing·2025-08-06 08:42

Core Viewpoint - China Mobile plans to acquire approximately 14.44% stake in Hong Kong Broadband for about HKD 1.08 billion, increasing its total stake to 29.9% [1] Group 1: Company Strategy - The acquisition is expected to enhance China Mobile's competitiveness in the high-profit broadband market in Hong Kong [1] - The expansion of fiber backbone networks will support China Mobile's cross-border cloud services and AI initiatives [1] Group 2: Market Impact - The move is anticipated to help develop Hong Kong into a future international computing power hub [1] - The investment bank maintains a "Buy" rating for China Mobile with a target price of HKD 88.3 [1]