观点网讯:2月10日,海通国际发表报告,预计港铁将于3月初公布2024年业绩,维持对港铁2024至2026年收入预测,但将每股资产净值(NAV)折让率由原先25%扩至30%,以反映杠杆率扩张。考虑到未来数年负债比率将升,目标价相应降至28.7港元,维持“优于大市”评级。该行认为港铁现金流从2025年开始可能会比以前紧张。海通国际预计,港铁未来十年的资本开支高达1,650亿港元,其中2024至...
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