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《大行報告》野村降港鐵(00066.HK)評級至「中性」 目標價下調至46.5元
阿思達克 03-12 10:10
野村發表報告指,對港鐵(00066.HK)鐵路+物業的發展模式維持正面,未來將有7個鐵路項目及3商場項目落成,惟港鐵股價於過去六個月累升22%,高於恆指同期6.8%升幅,認為現價已回到疫情前、即去年1月水平,已反映其鐵路及零售租務生意回復正常。加上其定價機制最快將於明年進行檢討,該行認為政府將對更為嚴格,成本未必可完全轉嫁予乘客,降港鐵評級自「買入」降級至「中性」。

報告並指,本港疫情反覆亦影響乘客量回復,該行下調港鐵今年乘客量增幅預測,自增長39%下調至32.5%,明年增幅則自7.5%上調至10%。基於回復速度較慢,該行下調港鐵今年每股盈利預測18%,目標價自48.2元下調至46.5元。

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