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《大行報告》花旗:長實(01113.HK)購Civitas交易盈利增益微 隨後可能有更多收購
花旗發表評級報告指,長實(01113.HK)向倫敦證券交易所上市的房地產投資信託Civitas Social Housing PLC,提出全現金收購要約,以每股普通股80便士提購,相當約7.94港元;全部已發行股本價值約4.85億英鎊,即相當約48.1億港元。 該行指,長實的投資組合多元化,大多以在英國的永久業權護理型社區房地產,而其租金收入與通脹掛鉤。今次交易淨營運收益收益6.6%,整體盈利輕微增加,但於損益影響微不足道。交易意味著李嘉誠基金會自3月21日進行最後一次收購歐洲資產後,長實已重啟海外收購,隨後可能有更多行動。 該行給予其目標價為49元,維持其評級為「中性」。(ca/u) ~
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