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港股異動 | 中國光大控股連漲7日 光大集團擬重組尋求明年在港上市 花旗唱多
格隆匯 10-16 11:01
格隆匯10月16日丨中國光大控股(0165.HK)漲3.33%,報11.18港元,有望實現連續第7個交易日上漲,7日累計漲幅約26%,成交5512萬港元,總市值188.4億港元。上週據路透引述三位知情人士稱,光大集團計劃重組其龐大的業務,並尋求明年赴香港進行IPO,規模或達10億至30億美元。花旗隨後發佈研報,認為集團重組可為光大控股帶來套現機會,或助尋找集團內其他與其資產管理業務有更大協同的業務。集團有機會拿走光大銀行全部權益以捍衞其管治權,而光大證券的權益則有機會分割至集團或二級市場。將評級由“中性”升至“買入”,目標價由9.4港元升至12.9港元,認為有50%機會價值解鎖的舉措能進行,而在最好的情況下,所得的200億港元或會用於派發特別息讓母公司回收部分款項,而公司亦有機會將部分款項用於還債去槓桿。
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