美银:港铁公司新铁路线资本支出巨大 未来几年股息上升空间有限 维持“跑输大市”评级

新浪网
Jul 09, 2025

美银发布研报称,尽管预计港铁公司在债务融资方面不会遇到任何困难(鉴于其准政府债权人身份),而且该公司近期确实通过发行债券/永续债券(perp)筹集了长期融资,但该行认为,由于新铁路线的资本支出巨大,未来几年其股息的上升空间有限。同时,与新铁路线相关的新开发地产项目的回报期尚远。因此,美银维持对港铁“跑输大市”的投资评级,因为该行认为港铁4.6%的股息率并不具吸引力。报告称,港铁昨日收市后宣布与...

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