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高盛:降長建(1038.HK)目標價至61.3港元 評級降至“中性”
格隆匯 11-27 14:08
高盛發表研究報告指, 由於長建(1038.HK) 大部分收入來自歐洲及英國,因此外匯走勢以及即將到來的2020至2023年監管重整,將對該公司的增長構成負面影響,將其評級由“ 買入 ”降至“ 中性 ”,目標價由68港元下調至61.3港元。
報告又指, 港鐵(0066.HK) 目前股價已經反映短期運營混亂等問題,認為若香港局勢可穩定下來,在港鐵行業壟斷地位下乘客量將能快速恢復,偏低的估值有望重估,因此將評級由“ 中性 ”升至“ 買入 ”,目標價由51.8港元上調至54港元。高盛指出,港鐵業務傾向滿足本地消費,較少受旅遊市場前景不明朗所影響,預計港鐵今年核心盈利增長4%,若明年經營情況回覆正常更可增長15%;並預測下半年盈利達59億港元,今年度核心淨利潤可達117億港元。

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