里昂发表研究报告指,港铁(00066.HK) 基础净溢利超出市场及里昂预期,末期息每股派0.89元。营运方面,集团收入持续改善,被较高的营运开支完全抵销。
里昂表示,港铁的资本开支将由2024年的190亿元飙升至2025年的338亿元。集团目前并无出售资产的计划。该行认为,集团对股息上调的态度变得更为审慎,预计其今年全年派息将维持于1.31元。该行予集团目标价30元,评级“跑赢大市”。(sl/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-06 16:25。)
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