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《大行報告》匯豐研究上調港鐵(00066.HK)目標價至46.3元 評級「持有」
阿思達克 03-05 11:13
匯豐研究發表的報告指,港鐵公司(00066.HK)將在3月11日公布業績,公司表現弱勢加上下半年盈利大跌相信市場早有預期,而去年下半年未有物業銷售入帳,本地乘客服務弱亦料拖累盈利表現,估計公司將維持全年派息,認為最差情況已大致過去,不過短期股價仍缺催化劑,維持「持有」評級,目標價由42.7元升至46.3元。

該行指出雖然對其物業發展業務前景有信心,不過香港運輸服務方面仍存在挑戰,維持對本地服務審慎看法,認為或需更長時間復甦。該行指出去年下半年日均客流僅較上半年升5.2%至350萬,按年仍跌20.8%,港鐵不太可能提升票價抵銷客流下降的影響,而在票價調整機制下,票價大致跟隨物價及薪金調整,而受本地經濟衰退影響兩者均呈弱勢。

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