《大行報告》高盛微降港鐵(00066.HK)目標價至53.5元 評級「買入」
高盛發表研究報告,指港鐵(00066.HK)管理層於中績「緘默期」前舉行電話會議,分享最新業務進展,當中未見太大驚喜,預期由於Omicron疫情爆發,上半年客流量和零售額的復甦步伐受到短期影響,但在過去一至兩個月有明顯改善。
東鐵線過海段於5月中旬開通,該行預期對上半年收入貢獻輕微,但有助於提升港鐵的市場份額。
高盛又指,未來幾年強勁盈利增長預期由物業項目預售入賬所帶動,特別是來自於均價相對較高的黃竹坑站上蓋項目「晉環」。高盛預測港鐵上半年核心盈利達到53億港元,按年增長30%,受發展物業入賬利潤增加所帶動。
考慮到最新客流量表現及物業項目入賬時間表,該行將港鐵2022至2024財年的每股盈測調整,並將目標價從53.9元微降至53.5元,維持「買入」評級,憧憬可受惠於本地消費復甦及今年底至明年初的兩地通關。
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