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高盛:維持港鐵(0066.HK)買入評級 目標價48港元
格隆匯 01-20 13:57

高盛發表研究報吿表示,港鐵(0066.HK)發盈警料去年盈轉虧蝕48億港元,撇除特殊項目,集團核心盈利為58億元,符合該行預期。該行指對於港鐵發盈警並不感到意外,因其每月數據已顯示其乘客量惡化,但該行相信在疫情後,港鐵將可迅速復甦,因其主要依重本地消費,而較少依賴入境旅客,維持其買入評級,目標價48港元。

該行認為,港鐵過去兩年經歷修例風暴及新冠肺炎疫情令業務重創,其盈利已達最差水平,但相信長遠不會影響其壟斷性鐵路營運商的地位,並指香港本地需求回覆至疫情前水平,只是時間問題,而潛在的社交距離措施放寬,以及未來數月或通關,將可成為公司股價利好的催化劑。

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