《大行報告》港鐵(00066.HK)投資評級及目標價(表)
港鐵(00066.HK)將於下週四(10日)公佈去年業績。本網綜合4間券商預測港鐵2021年來自基本業務(經常性及物業發展)純利介乎52.3億元至117.13億元,較2020年同期43.81億元,按年升19.4%至1.67倍;中位數爲102.58億元,按年升1.34倍。
本網綜合5間券商預測港鐵20212020年每股股息介乎1.23元至1.29元,較2020年每股派息1.23元,按年持平至上升4.9%;中位數爲1.23元按年持平。本港第五波疫情嚴峻,公司指第五波疫情下至今已錄得約1,300宗員工確診個案,有關情況已對車務運作構成極大挑戰。公司近月交通運輸量明顯下降,社交距離措施影響公司旗下商場零售表現,市場關注本地疫情何時受控及管理層最新營運指引。
綜合9間券商對港鐵投資評級及目標價:
券商│投資評級│目標價(港元)
高盛│買入│55.6元
花旗│買入│53.5元
裏昂│買入│51元
星展│買入│48.4元
野村│中性│45.4元
法巴│持有│45元
瑞銀│中性│44.4元
美銀證券│中性│44元
摩根士丹利│減持│36元
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