《大行报告》花旗:对港铁(00066.HK)发去年盈警不感意外 料可维持股息政策
港铁(00066.HK)发盈警预计去年录净亏损约48亿元(介乎46亿元至50亿元的估计亏损范围的中间数),而2019年度净利润为119亿元。花旗发表报告表示,对港铁发盈警并不感到意外,管理层认为尽管公司发盈利预警,但以港铁的铁路和物业业务来看,公司财务状况仍然稳健。该行相信管理层将有可能维持集团的当前股息政策水平(即逐步增加股息)。
该行决定下调对港铁去年纯利预测28%,以反映盈利预警因素,指会待公司3月公布去年业绩时,并将重新审视对港铁2021至2022财年的盈利预测、目标价和评级。该行此前予港铁「买入」评级及目标价46.5元。
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