【3 月 7 日,摩根大通研究报告称,长和计划出售港口业务大部分,或令投资者惊喜】此次出售的目标业务占长和 EBITDA 的 13%,估算其港口业务贡献将从 15%大降至 1%。 公司未透露出售所得资金用途,该行认为基于过往收购趋势,资本分配或偏向基建业务以巩固发展。 该行对公司目标价为 50 港元,评级“增持”,若交易落实所得 190 亿美元,代表市值 99.8%或企业价值 37%,投资者对股份...
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