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《大行》瑞銀:長和(00001.HK)港口交易引入內地投資者 目標價58.8元籲「買入」
瑞銀研究報告指,長和(00001.HK)宣佈,港口交易的獨家協商期已屆滿,目前仍與財團保持磋商,並可能引入來自內地的主要策略投資者。爲符合監管審批要求,財團成員結構與交易架構需進行調整,集團計劃預留充分的時間進行相關討論,以達成新安排。 該行認爲,當前股價水平反映市場高度預期交易可將完成,但市場對於集團以現金回報股東的方式仍存分歧。該行此前估算,港口交易對集團資產淨值(NAV)的增幅爲每股9.6元,相較港口交易公告前股價爲38.65元,現價53.45元意味着市場預期股東回報爲每股5.2元。該行現予目標價58.8元及「買入」評級。
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