港股異動丨港鐵逆勢下跌近2% 大摩瑞銀紛紛下調目標價
格隆匯3月2日丨港鐵(0066.HK)逆勢下跌近2%,報43.1港元,總市值2654億港元。摩根士丹利近日發表研究報告,為反映乘客量減少及推出租金紓緩措施、更高的營運成本及沙中線超支等影響,將港鐵(0066.HK)公司2019至2020年的預測下調32%,預期2019及2020年的每股派息將持平,目標價由47港元下調13%至41港元,維持“減持”評級。該行還估計,在去年5月份至今年2月份期間,各種事件對港鐵造成約72億港元的負面盈利影響,佔年度基本利潤64%。瑞銀髮表的研究報告指,將港鐵2020年盈利預測下調29%,以反映新型冠狀病毒疫情爆發帶來的影響,該行假設情況將集中在今年上半年,客量在年中將復甦至正常水平,但估計疫情爆發將拖累車站及商場租賃業務下跌,受本地消費轉弱及失業率提升拖累,影響有機會延至2021年。目標價由47.7港元降至46.7港元,評級“中性”。
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