《大行報告》匯豐研究下調港鐵(00066.HK)目標價至45.3元 評級「買入」
匯豐研究認爲,港鐵(00066.HK)2021財年業績好於預期,利潤增長超過150%至112億元,較該行預期佳。同時港鐵上調每股派息3%至1.27元,爲2019年來首次,成爲該股另一個正面因素。
該行指,雖然港鐵2022年租金收入或受零售業租金扶助、疫情等影響,但預期港鐵盈利仍能持續上升,主要是其物業銷售強勁,加上當疫情一減退,港鐵能快速復甦,重申對其評級「買入」,將目標價由48.6元下調至45.3元。
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