《大行报告》高盛料港铁(00066.HK)减车费措施影响今年纯利约7% 降目标价至51.8元
港府昨收市後公布建议港铁(00066.HK)由今年7月起车费下调20%,为期六个月,一半损失由政府负担。高盛表示,计划是将现时八达通乘客享有的3.3%车费扣减扩至20%,高盛估计,相信港府今次一次性措施对港铁带来影响约6亿元,或相当於每股0.2元,料相当於今年纯利预测约7%。
该行指,早前已评估新冠疫情对港铁1月至2月会带来盈利负面影响13亿元,包括本地线车费下滑、沿线零售店铺稳务下滑等。
高盛表示,考虑到港府昨公布措施等影响,下调对港铁今年核心盈利预测8%至89亿元,维持明年138亿元(按年升55%)不变,调低对港铁目标价由52元降至51.8元,维持「买入」评级。
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.