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《大行報告》高盛:長和英國3傳出售鐵塔資產 料釋放潛在價值
阿思達克 10-06 10:16
高盛發表研報指,有報道指長和(00001.HK)旗下的電信商3英國正考慮出售鐵塔資產 ,以籌集資金與潛在競爭對手合併,該行對消息未感驚訝,預期可釋放資產的潛在價值。

該行指,集團目前共擁有約2.9萬座鐵塔,以列帳基礎計,預期每年貢獻約3億歐元EBITDA,其中3英國佔約7,000座,估計出售3英國鐵塔資產可為每股增值約2至3元。高盛認為,相關分拆、出售及電訊市場整合的交易消息,都有助長和獲估值重評,維持「買入」評級,並列入確信買入名單,目標價75元。

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