《大行》瑞銀升寧滬高速(00177.HK)目標價至11.6元 維持「中性」評級
瑞銀髮表研報指,江蘇寧滬高速(00177.HK)4月公路收費收入按年下跌4%,考慮到中美關稅戰對內地高速公路貨車流量影響較預期溫和,預測5月收費收入可恢復增長,因此將今明兩年路費收入增長預測上調至1.9%及2.1%,並將其目標價從9.8元調升至11.6元。
但由於公司2025至2028年間年均資本開支預計維持100億元人民幣的高位,瑞銀估計制約股息增長,維持「中性」評級,認爲現價已基本反映其業務復甦預期,建議投資者等待更佳入市時機。
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