中金:維持深高速(0548.HK)“優於大市”評級 上調目標價至13.37港元
中金髮布研究報告稱,受惠於地區經濟活力,深高速(0548.HK)主要路段年初至今車流增長穩健,預計公司盈利在2019年及2020年進一步增長,維持深高速A股及H股“優於大市”評級,上調A股目標價至13.45元(人民幣,下同),上調H股目標價至13.37港元。
中金表示,深高速是公路板塊首推股,短期業績派息明確,長期增長前景良好,而近期股價漲幅較大,或與公司納入MSCI指數部分相關。中金又指,深高速1-10月主要路段車流量和收入均高於該行覆蓋的其他公路公司。
中金預計,深高速收購德潤環境後,第四季度德潤環境貢獻4000萬元利潤增長,而梅林關一期將在年底結算,一期已預售完畢,預計第四季度將貢獻近4億元淨利潤。梅林關二期也已預售超過60%,交易均價約提高5%,收益將計入明年業績。另外,該行指明年第一季度建議關注新貨車收費標準即將落地,對公司影響有限,料電子不停車收費系統(ETC)優惠對明年淨利潤負面影響不超過5%。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.