港鐵公司跌逾6%！美銀證券：港鐵公司2025财年利潤符預期，惟估值吸引力不足，維持“跑輸大市”評級。
美銀證券發布研報稱，港鐵公司(00066)的估值吸引力不足，維持“跑輸大市”評級，續予目标價27港元。
港鐵去年核心利潤同比跌4%至167億港元，符合該行預期。全年派息保持1.31港元。該行認爲，雖然港鐵有望受惠於香港房地産市場當前的上升周期，但由於鐵路資本開支計劃龐大，預計将在短期内限制其派息上升空間。
另外，由於去年底香港家庭入息中位數僅上升1%，相信今年票價上調的可能性低，預期港鐵2026财年的香港鐵路業務利潤率将繼續受壓。
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