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《大行報告》匯豐研究上調港鐵(00066.HK)目標價至49.2元 評級「買入」
阿思達克 02-02 09:49
匯豐研究發表報告指,港鐵(00066.HK)基本盈利將恢復增長,料其2022年至2024年的年均複合增長率超過33%,並應受到經常性及房地產開發業務的支持。該行指,香港本地經濟復甦將會改善當地運輸及租務業務,同時通關將重振跨境相關服務。另外,小蠔灣發展項目去年底獲政府批淮,該項目應會改善其房地產渠道,且具較佳盈利可見度。 該行表示,將港鐵視為本港經濟及消費復甦的主要受益者之一,並將公司去年盈利預測下調22%,今年則上調4%,同時將公司去年至2024年各年每股派息預測維持不變,分別為1.27元、1.27元及1.28元。 該行將其目標價由43.6元上調至49.2,維持其評級為「買入」。
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