里昂发表研报指，港铁2026年上半年经常性业务盈利预期保持稳定，而基本盈利将获得物业发展利润支持，主要受柏傲庄III(其利润率高于前两期)及住宅楼市价格上升带来更高利润分帐所带动。经常性业务方面，上半年本地乘客量按年增长1.2%至9.754亿人次，对收入提供支撑。该行将港铁2026年基本盈利预测上调32%，以反映上半年物业发展利润预期的强劲表现。然而，港铁2026至2028年的每股股息预测仍维持在1.31港元不变，并认为未来仍存在减派息风险。里昂将港铁目标价由32港元微升至33港元，维持“持有”评级。
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