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《大行报告》野村降港铁(00066.HK)评级至「中性」 目标价下调至46.5元
阿思达克 03-12 10:10
野村发表报告指,对港铁(00066.HK)铁路+物业的发展模式维持正面,未来将有7个铁路项目及3商场项目落成,惟港铁股价於过去六个月累升22%,高於恒指同期6.8%升幅,认为现价已回到疫情前、即去年1月水平,已反映其铁路及零售租务生意回复正常。加上其定价机制最快将於明年进行检讨,该行认为政府将对更为严格,成本未必可完全转嫁予乘客,降港铁评级自「买入」降级至「中性」。

报告并指,本港疫情反覆亦影响乘客量回复,该行下调港铁今年乘客量增幅预测,自增长39%下调至32.5%,明年增幅则自7.5%上调至10%。基於回复速度较慢,该行下调港铁今年每股盈利预测18%,目标价自48.2元下调至46.5元。

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