美银证券发表报告指，港铁与香港特区政府就北环线签订协议，除对双方将北环线的发展分为两期进行稍感意外，认为由港铁承担这项重要基建发展已是意料中事。尽管该行预期港铁在筹集债务融资方面不会遇到任何困难，港铁最近亦确实透过发债筹集到长期融资，但认为股息在未来数年的上升空间有限，因为港铁须为新铁路线支付庞大的资本开支。同时，与新铁路沿线相关的新发展物业用地的回报期遥遥无期。因此该行认为港铁4.6%的股息率并不吸引，维持“跑输大市”评级，目标价为24港元。
美银证券发表报告指，港铁与香港特区政府就北环线签订协议，除对双方将北环线的发展分为两期进行稍感意外，认为由港铁承担这项重要基建发展已是意料中事。尽管该行预期港铁在筹集债务融资方面不会遇到任何困难，港铁最近亦确实透过发债筹集到长期融资，但认为股息在未来数年的上升空间有限，因为港铁须为新铁路线支付庞大的资本开支。同时，与新铁路沿线相关的新发展物业用地的回报期遥遥无期。因此该行认为港铁4.6%的股息率并不吸引，维持“跑输大市”评级，目标价为24港元。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.