《大行》大摩:长和(00001.HK)若出售港口资产对股东有增值作用 或派送特别股息

阿斯达克财经
Mar 05, 2025

摩根士丹利发表报告表示,长和(00001.HK) 拟同意将其所持有的港口业务权益(不包括在香港和深圳营运的联营公司HPHT)出售给贝莱德牵头财团,其应占企业价值为182亿美元。而长和拥有和记港口集团80%权益(剩余20%股权由新加坡港务局局所拥有)。因此,长和的相关资产的有效企业价值为182亿美元。截至2023年,长和旗下港口业务拥有资产126亿美元和负债40亿美元,因此潜在出售价格高于其资产价值...

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