大行评级|大摩:多极化世界贸易对长和盈利和估值构成影响

格隆汇
05 Feb

据彭博引述消息人士称,巴拿马在美国总统特朗普的压力下,正考虑是否取消长和旗下子公司和记港口(Hutchison Ports)经营巴拿马港口的合约。摩根士丹利发表研报指,长和属全球最大的港口公司之一,去年营运货柜吞吐量为3,400万标准箱。在巴拿马,长和拥有320万个标准箱港口90%股份,占总体7%。

该行认为,在多极世界的情形下,贸易可能会受到关税及地缘政治的负面影响。长和及长建均因国家安全理由被各个国家拒绝,并可能会影响其盈利及估值。

责任编辑:山上

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