大行評級|大摩:多極化世界貿易對長和盈利和估值構成影響
據彭博引述消息人士稱,巴拿馬在美國總統特朗普的壓力下,正考慮是否取消長和旗下子公司和記港口(Hutchison Ports)經營巴拿馬港口的合約。摩根士丹利發表研報指,長和屬全球最大的港口公司之一,去年營運貨櫃吞吐量為3,400萬標準箱。在巴拿馬,長和擁有320萬個標準箱港口90%股份,佔總體7%。該行認為,在多極世界的情形下,貿易可能會受到關税及地緣政治的負面影響。長和及長建均因國家安全理由被各個國家拒絕,並可能會影響其盈利及估值。
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