里昂发表研究报告指,港铁公司(00066.HK) 经常性利润短期难望快速复苏,因香港客运业务成本上升将抵销访港旅客增加带来的票务收入增长。古洞站目标于2027年启用,将带来额外折旧开支,对经营利润构成压力。虽然零售销售正在复苏,但去年下半年续租租金仍下滑,反映平均租金复苏幅度有限。物业发展利润预计于2026年见顶。港铁现价较2026年预测资产净值38.9港元折让16%,与历史平均水平相若,对应...
Source Link里昂发表研究报告指,港铁公司(00066.HK) 经常性利润短期难望快速复苏,因香港客运业务成本上升将抵销访港旅客增加带来的票务收入增长。古洞站目标于2027年启用,将带来额外折旧开支,对经营利润构成压力。虽然零售销售正在复苏,但去年下半年续租租金仍下滑,反映平均租金复苏幅度有限。物业发展利润预计于2026年见顶。港铁现价较2026年预测资产净值38.9港元折让16%,与历史平均水平相若,对应...
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