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《大行报告》港铁(00066.HK)投资评级及目标价(表)(更新)
阿思达克 03-11 10:12
港铁(00066.HK)将於今天(11日)公布去年业绩,受到新冠疫情大流行拖累,政府及商业机构曾实行在家工作等,令一向稳定的客运量下挫,连同物业重估的亏损,港铁於1月中发盈警料去年由盈转亏蚀介乎46亿至50亿元,其中料去年投资物业组合重估亏损92亿元及综合损益表中就沙田至中环线项目作14亿元拨备;本网综合4间券商预期,料港铁去年录亏损3.75亿至49.32亿元,对比2019年纯利119.32亿元,中位数为亏损46.92亿元。

综合6间券商预期,港铁2020年基本业务利润介乎29.08亿元至58.63亿元,较2019年基本业务利润105.6亿元,按年倒退44.5%至72.5%,中位数46.255亿元按年跌56.2%。本网综合7间券商料港铁2020年每股股息介乎1.23元至1.29元,较2019年每股股息1.23元,按年录持平至上升4.9%,中位数为1.23元,按年持平。

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本网综合10间券商列出对其投资评级及目标价:

美银证券|买入|51元

瑞银|买入|48.3元

野村|买入|48.2元

高盛|买入|48元

花旗|买入|46.5元

汇丰环球研究|持有|46.3元

法巴|持有|46元

里昂|跑输大市|44元

星展|持有|42.5元

摩根士丹利|减持|37元

(ta/w)

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