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Takeaways from Post-F3/27 1Q Results Contact: We See JR Kyushu Keeping F3/27 DPS Guidance Even If NP Target Cut-20260817
摩根士丹利· 2026-08-17 18:07
Morgan Stanley MUFG Securities Co., Ltd.+ August 17, 2026 08:50 AM GMT Kyushu Railway (9142) | Japan M Update Takeaways from Post-F3/27 1Q Results Contact: We See JR Kyushu Keeping F3/27 DPS Guidance Even If NP Target Cut Key comments from the company were in the following four areas. 1) Consolidated OP for F3/27 1Q exceeded initial guidance by around ¥2bn. Key factors included a) stronger-than-expected railway transportation revenue (particularly non-commuter revenue, where underlying demand appears to hav ...
MTR Corp. (0066.HK): 1H26results above on development property booking; Ongoing margin pressure for HK recurring businesses-20260817
高盛· 2026-08-17 15:08
17 August 2026 | 10:03AM HKT Equity Research MTR Corp. (0066.HK) 1H26 results above on development property booking; Ongoing margin pressure for HK recurring businesses +852-2978-6102 | simon.cheung@gs.com Goldman Sachs (Asia) L.L.C. Alpha Wang +852-2978-1984 | alpha.wang@gs.com Goldman Sachs (Asia) L.L.C. Zhaoheng Chen +852-2978-0901 | zhaoheng.chen@gs.com Goldman Sachs (Asia) L.L.C. 0066.HK 12m Price Target: HK$34.70 Price: HK$33.24 Upside: 4.4% MTRC reported headline net profit of HK$15.9bn in 1H26 (vs. ...