曼谷高速公路及地铁面临乘客量与交通流量疲软——市场评论

华尔街洞察
Jul 16, 2025

Thanachart证券分析师Saksid Phadthananarak最新报告警示,曼谷高速公路及地铁可能遭遇乘客量下滑和交通流量疲软的双重冲击。该经纪公司已大刀阔斧下调该运输企业2025至2027年盈利预测,年均降幅达5%。分析师详尽剖析了多重诱因:泰国3月底地震迫使部分高速出入口临时关闭,叠加高速公路邻近区域施工引发的严重拥堵问题。由此,Thanachart证券将股票目标价从9泰铢调低至8泰铢。然而,经纪公司强调,曼谷高速公路及地铁根基稳固,基础设施资产优质,且在高速公路及大众运输线路享有长期特许权优势。基于此,公司坚定维持买入评级。该股最新收盘价报5.30泰铢。

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