Morgan Stanley reiterated that Digital Connect (00315.HK) increased its rating, with a target price of 15 yuan; the bank believes that most unlimited Internet users under the fair usage policy are less price sensitive and use a lot of data. It believes that it is unlikely that users will be downgraded due to price increases in monthly plans.

Morgan Stanley said that if Digitcom's current 6GB data users want to upgrade to an unlimited Internet plan (subject to fair usage policies), the upgrade price has been increased from 148 yuan to 168 yuan. The bank estimates that the group's unlimited Internet users will reach 280,000, and that a price increase of 20 yuan is expected to increase earnings per share by 7%. According to Digital.com, the Group's average monthly data traffic (DOU) per household is 5.6 GB. The bank estimates that if speed limit 3G users are excluded, the DOU for 4G users is expected to be 7-8 GB, which is far higher than the industry DOU average of 3 GB.