《大行》花旗:港鐵(00066.HK)與政府簽訂北環線第一部分項目協議 第二部分成本仍存不確定性
花旗發表研究報告指,港鐵(00066.HK)與政府簽訂北環線第一部分項目協議,同時啟動支線的詳細規劃及設計。港鐵須自行全數支付北環線(第一部分)項目造價314億元。該行認為,與之前整個項目的585億元預算相比,第二部分的項目成本仍存在不確定性
報告提到,港鐵就北環線(第一部分)的資本開支預期將於十年內進行,目標主線與支線均在2034年或之前同步開通。政府將向港鐵批出10幅面積共約26公頃用地並扣除390.5億元地價,作為對港鐵的財務資助。該行將港鐵目標價為23元,評級「沽售」。
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