《彭博》引述消息人士报道，巴拿马在美国总统特朗普的压力下，正考虑是否取消长和(00001.HK) 旗下子公司和记港口(Hutchison Ports)经营巴拿马港口的合约。
瑞银发表研报指，港口业务在2024年上半年占长和EBITDA的15%，即两座巴拿马港口仅贡献集团EBITDA的0.84%，对长和财务影响有限，故对该股评级维持“中性”，目标价定于43元。
瑞银亦提及，风险可能在于美国潜在对墨西哥进口商品征收25%关税，该关税已暂缓执行30日。墨西哥港口是和记港口业务最大的EBITDA贡献者，占和记港口应占EBITDA的26%，或占长和EBITDA的3.9%。(js/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-05 16:25。)
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