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《大行報告》瑞銀:終止出售波老道項目交易對長實(01113.HK)略正面 惟意味當前市況下出售非核心資產很難進行
阿思達克 07-14 11:05
長實集團(01113.HK)宣布,由於買方華瑞資本(Sino Suisse Capital)旗下基金LC Vision Capital未能按協議支付10.38億元第一筆部分付款及其應計利息,已終止出售波老道21號交易,並沒收20.8億元訂金。 瑞銀發表報告,認為利率快速上升是導致交易取消的關鍵原因。自2022年9月28日(交易公布日期)以來,一個月香港銀行同業拆息已由2.6%飆升至目前4.9%。 瑞銀相信,該交易終止輕微利好長實,但亦意味著在目前的市場環境下,出售非核心資產或進行一批過交易非常困難。
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