【晨星:长和出售和记港口让对其公允价值升10%至67港元】金十数据3月6日讯,晨星发报告指,长和(00001.HK)宣布可能出售和记港口集团80%权益,长和预计将获得至少有190亿美元,整个企业价值为370亿美元,因此此次出售意义重大。晨星对长和公允价值升10%,从61港元至67港元。晨星此前对和港口业务估值仅为105亿美元,此次出售大大超过其预期。长和的净负债率从2019年的25%下降到2024年6月的17%,晨星相信该公司可以将大部分意外之财(windfall)分配给股东,从而带来每股超过25港元的特别股息。
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