《大行報告》匯豐研究下調港鐵(00066.HK)目標價至44.5元 評級「買入」
匯豐研究發表評級報告指,隨著中港兩地邊境重開,令港鐵(00066.HK)再次享受經營槓桿,其中大部分經常性業務在今年首五個月表現良好,大致上符合該行預期,惟現時仍缺乏一個重推小蠔灣開發項目招標的具體計劃,令人感失望。該行指,利息支出上升及相關公用事業等或會拖累港鐵今年盈利復甦步伐;展望未來,該行預料,隨著經常性業務持續改善,港鐵盈利獲得增長勢頭的動力。
該行將港鐵在2023年至25年盈利預測分別下調1.5%至11.6%,並維持各年每股派息為1.33元、1.35元及1.37元。該行將其目標價由49.2元下調至44.5元,維持其評級為「買入」。(ca/u)
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