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《大行報告》瑞銀:長和(00001.HK)出售部分意大利電訊網絡設備獲24億歐元收益 釋放價值
阿思達克 05-15 11:21
瑞銀發表報告指,長和(00001.HK)出售部分意大利電訊網絡設備獲24億歐元收益。該行認為交易正面,因為長和能夠從其電信資產中釋放價值,其電訊部門將繼續奉行「輕資產」戰略以提高營運和資本效率。長和目前的交易價格較資產淨值(NAV)折讓48%,比39%的長期平均水平低出約1個標準差。 長和(00001.HK)旗下CK Hutchison Group Telecom(CKHGT)與全球私募股權公司EQT旗下EQT訂立協議,同意成立一間新公司,在意大利提供批發流動及批發固網通訊服務。CKHGT於意大利的流動電訊業務WINDTRE,將轉讓其在意大利的活躍網絡設備和批發流動及批發固網通訊服務業務予新公司。新公司將由EQT及CKHGT分別持有60%及40%股權。 該行予長和「買入」評級,目標價62.3元。
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