格隆汇1月3日|华泰证券发表报告,首次覆盖港铁,评级“增持”,目标价29.7港元。报告指,港铁公司经常性利润来自铁路客运、免税店及车站小商店租赁、商场租赁等现金流稳健的收租业务,近十年盈利贡献约占45%。非经常性利润来自新建铁路沿线的房地产开发、投资物业的公允价值重估,盈利贡献约占55%。该行认为,消费模式转变及入境旅游增长、按揭利率下降或为重要催化剂。 华泰证券指,香港经济前景不明朗及较高的利率...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.