Excessive HK Investments Will Erode Margins And Earnings

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

09 Mar 25

Updated

18 Sep 25

Views

40

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

10.9%

7D

0.8%

Loading

1Y

10.9%

7D

0.8%

You can edit this narrative until Sep 19 10:15 AM. Then, changes will post as Updates.

Author's Valuation

HK$27.868.3% overvalued

AnalystConsensusTarget Fair Value

Shared on 18 Sep 25

Fair value Increased 1.04%

MTR's consensus price target saw a marginal increase, supported by a slight improvement in net profit margin and a minor decline in future P/E, indicating marginally enhanced earnings quality and value, with fair value now at HK$27.86. What's in the News Board meeting scheduled to consider unaudited interim results and potential interim dividend for H1 2025.

Shared on 27 Aug 25

Fair value Decreased 1.03%

MTR's fair value was revised marginally lower, driven by a slight decrease in net profit margin and a small uptick in forward P/E, resulting in an updated consensus price target of HK$27.57. What's in the News MTR will hold a board meeting to consider announcing unaudited results for the six months ended 30 June 2025 and discuss an interim dividend.

Shared on 01 May 25

Fair value Increased 1.08%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 0.47%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 1.97%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.77%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Increased 0.73%