《大行報告》高盛料港鐵(00066.HK)減車費措施影響今年純利約7% 降目標價至51.8元
港府昨收市後公布建議港鐵(00066.HK)由今年7月起車費下調20%,為期六個月,一半損失由政府負擔。高盛表示,計劃是將現時八達通乘客享有的3.3%車費扣減擴至20%,高盛估計,相信港府今次一次性措施對港鐵帶來影響約6億元,或相當於每股0.2元,料相當於今年純利預測約7%。
該行指,早前已評估新冠疫情對港鐵1月至2月會帶來盈利負面影響13億元,包括本地線車費下滑、沿線零售店舖穩務下滑等。
高盛表示,考慮到港府昨公布措施等影響,下調對港鐵今年核心盈利預測8%至89億元,維持明年138億元(按年升55%)不變,調低對港鐵目標價由52元降至51.8元,維持「買入」評級。
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