【汇丰研究降港铁评级至“持有” 下调目标价至27港元】金十数据1月13日讯,市场对美联储局今年减息步伐憧憬降温,本港地产股今日受压,港铁公司(00066.HK)最新报24.1港元下滑4.4%。汇丰环球研究发表报告表示,下调对港铁评级由“买入”降至“持有”,将目标价由34.6港元降至27港元,此相当对其每股资产净值预测(32.1港元)折让扩大至16%。该行指,虽然港铁旗下经常性业务持续改善,不过该行认为上升的资本开支周期或有拉低盈利能力的风险。该行视港铁为其行业中具防御性的股份,不过近期催化剂有限。该行考虑到融资成本升高及较低的租金预测,将其2024年至2026年的盈利预测下降2%至7.5%。
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