大行评级|瑞银:维持港铁“沽售”评级 北环线项目消息对股价轻微负面

格隆汇
09 Jul

瑞银发表研究报告指,港铁已与香港特区政府就北环线项目第一部分签订协议,第一部分资本支出为314亿港元,包括设计及建造主线的费用。政府将向港铁批出10块土地,面积约26公顷,作住宅和商业用途。基于楼市仍然在消化库存,该行料港铁将需时就土地招标,而发展商亦倾向地价分成的模式以减低风险,将延迟现金流。该行料北环线整体成本为1000亿至1300亿港元,而第二期项目成本相比起第一期明显较高。港铁料将于未来一、两年透露第二期项目资本支出,目标在2034年前全面完成北环线项目,该行料股价将有轻微负面影响;维持“沽售”评级及目标价21.6港元不变。

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