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港股異動 | 長和大跌7.31% 油價、歐洲、英鎊三重受累
格隆匯 03-19 15:19
格隆匯3月19日丨長和(00001)今日收市後公佈業績,績前股價大受挫,現跌7.31%,再創2015年重組以來最低,股價最新報45.25港元,成交達10.86億港元,最新市值跌至1783.5億港元。長和業務雖然以廣泛和穩健見稱,但油價暴跌、歐洲以至英國疫情擴大,罕有地受直接衝擊。以2018年全年業績計,長和息税前溢利,香港和中國內地只佔2%和14%,歐洲佔58%(單計英國佔29%)。長和旗下位於加拿大的赫斯基能源將受困於國際原油暴跌;週三英鎊大跌5%至1985年以來新低至1.1453,因市場對英國政府防疫力度不足感到憂慮。長和2019年全年業績快知曉,但去年環球經濟狀況相對穩定,料長和業績依然穩健。瑞信本週大削目標價的同時,也預期長和去年下半年整體收入料只減少5%至2180億港元,經常性純利則升1%至210億港元。
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