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《大行報告》港鐵(00066.HK)投資評級及目標價(表)(更新)
阿思達克 03-02 15:55
港鐵(00066.HK)將於本周四(5日)公布去年業績,市場關注本港去年自6月份以來爆發反修例示威活動,期間多次突關站、暫停服務、發生多宗破壞車站設施事件的影響,而集團曾於去年12月初指,經考慮社會動盪影響、物業發展業務預期表現後,料2019年基本業務利潤將按年減少,集團料7月至11月社會事件為其全年本港經常性淨利帶來16億元負面影響。本網綜合6間券商對港鐵2019年基本業務利潤預測介乎88.5億元至123.25億元,較2018年同期112.63億元,按年跌21.4%至升9.4%,中位數為111.54億元,按年升近1%。綜合5間券商預期港鐵2019年純利介乎88.5億港元至112.14億元,較2018年同期160.08億元,按年跌29.4%至44.7%,中位數為94.64億元,按年跌40.9%。下表列出11間券商對其評級及目標價:券商│投資評級│目標價(港元)大和│跑贏大市│58.8元匯豐環球研究│買入│57.7元花旗│買入│55元野村│買入│53.2元高盛│買入│52元美銀證券│買入│50元法巴│持有│48元瑞銀│中性│46.7元摩根士丹利│減持│47->41元里昂│跑輸大市│45元星展│持有│43.45元
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