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《大行报告》高盛:长和英国3传出售铁塔资产 料释放潜在价值
阿思达克 10-06 10:16
高盛发表研报指,有报道指长和(00001.HK)旗下的电信商3英国正考虑出售铁塔资产 ,以筹集资金与潜在竞争对手合并,该行对消息未感惊讶,预期可释放资产的潜在价值。

该行指,集团目前共拥有约2.9万座铁塔,以列帐基础计,预期每年贡献约3亿欧元EBITDA,其中3英国占约7,000座,估计出售3英国铁塔资产可为每股增值约2至3元。高盛认为,相关分拆、出售及电讯市场整合的交易消息,都有助长和获估值重评,维持「买入」评级,并列入确信买入名单,目标价75元。

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