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高盛:上調港鐵(0066.HK)評級至“買入” 目標價54港元
格隆匯 11-27 11:28

高盛發表研究報告指出,隨着香港局勢改善,預計港鐵公司(0066.HK)的乘客量將很快恢復,考慮到港鐵股價已反映短期運營混亂等問題,因此上調其評級至“買入”,目標價為54港元,即較昨天(26日)收市價43.35港元,仍有上漲約25%的空間。

報告指出,儘管對香港旅遊市場前景仍然謹慎,但港鐵業務更多滿足本地消費,故此較少受到影響,預計公司今年核心收入可增長4%,而物業業務將抵銷地鐵業務對收入帶來的衝擊。假設運營從明年初起正常化,預計明年核心收入可增長15%。

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