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《大行報告》星展降港鐵(00066.HK)目標價至34.7元 評級「買入」
阿思達克 03-11 11:44
星展發表報告指,港鐵(00066.HK)去年核心盈利符合該行預期,在疫情後業務穩定復甦,交通運輸、站內商業及商場營運改善,將推動持續盈利增長。鐵路網絡擴張,為港鐵物業發展帶來機會,在政府放寬樓市措施後,將會受惠住宅市場氣氛改善。 該行認為,本地樓價對港鐵未來盈利前景及股價表現,有更重要的角色,維持港鐵「買入」評級,現價相當於每股資產淨值折讓40%,從歷史水平而言屬吸引水平,目標價由36.2元下調至34.7元。
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