【摩根士丹利升首都机场目标价至2.9港元 评级与大市同步】金十数据11月26日讯，摩根士丹利发表报告指，由于第三季首都机场(00694.HK)的商业收入较预期逊色，将2024至2026年各年盈测分别下调14%、7%及6%。加权平均资本成本假设由之前的12.9%轻微调整至12.8%。报告指，考虑到盈利和加权平均资本成本的调整，以及港元兑人民币汇率的变动，将北京首都机场目标价上调12%至2.9港元。考虑到大兴机场的交通流量摊薄令盈利复苏放缓，目标价相当于预测2025年市账率0.9倍，低于国内同业平均的1.2倍，评级与大市同步。
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