港股異動丨港鐵漲超3% 香港局勢逐漸改善
格隆匯11月27日丨港鐵(0066.HK)漲超3%,領漲恆指成分股,報44.7港元,暫成交3.26億港元,總市值2752.5億港元。封閉了兩星期的紅磡海底隧道今天終於重開,是香港社會逐步回覆正常生活的一個好徵兆。港鐵的東鐵線紅磡站的A及D出入口亦已經重開。過去幾個月,香港經歷不絕的暴力衝突,社會受戾氣籠罩,大學、港鐵站被蹂躪至滿目瘡痍,港鐵服務一度癱瘓。高盛今日發表研究報告指出,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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