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高盛:維持港鐵公司(0066.HK)目標價52港元 評級“買入”
格隆匯 03-03 12:58

高盛發佈報告稱,沙中線最終造價及購入兩個商場餘下經濟權益對港鐵公司(0066.HK)利好,維持目標價52港元,予“買入”評級。

港鐵近日公佈,沙中線最新造價估算近830億港元,較原先估算上調121.72億港元,同時港鐵增加了工程成本及項目管理費約為13.71億元,但政府不同意在造價中包括任何額外項目管理費,故不會預留任何金額作為港鐵的額外管理費。另外,港鐵也以30億元向新世界(0017.HK)及周大福企業購入兩個商場餘下經濟權益。

總體而言,高盛認為上述情況對公司有積極增長,雖然因額外項目管理費存在不確定性,故多撥備14億元,但沙中線整體開支減少了43億元。另外,購入兩個商場餘下經濟權益,與增加經常性收入戰略一致,相信開支對盈利影響不大。

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