《大行報告》港鐵(00066.HK)投資評級及目標價(表)(更新)
港鐵(00066.HK)將於今天(11日)公布去年業績,受到新冠疫情大流行拖累,政府及商業機構曾實行在家工作等,令一向穩定的客運量下挫,連同物業重估的虧損,港鐵於1月中發盈警料去年由盈轉虧蝕介乎46億至50億元,其中料去年投資物業組合重估虧損92億元及綜合損益表中就沙田至中環線項目作14億元撥備;本網綜合4間券商預期,料港鐵去年錄虧損3.75億至49.32億元,對比2019年純利119.32億元,中位數為虧損46.92億元。
綜合6間券商預期,港鐵2020年基本業務利潤介乎29.08億元至58.63億元,較2019年基本業務利潤105.6億元,按年倒退44.5%至72.5%,中位數46.255億元按年跌56.2%。本網綜合7間券商料港鐵2020年每股股息介乎1.23元至1.29元,較2019年每股股息1.23元,按年錄持平至上升4.9%,中位數為1.23元,按年持平。
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本網綜合10間券商列出對其投資評級及目標價:
美銀證券|買入|51元
瑞銀|買入|48.3元
野村|買入|48.2元
高盛|買入|48元
花旗|買入|46.5元
匯豐環球研究|持有|46.3元
法巴|持有|46元
里昂|跑輸大市|44元
星展|持有|42.5元
摩根士丹利|減持|37元
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