大行評級|瑞銀:上調長和評級至“買入” 目標價上調至59.5港元
瑞銀髮表報告,將長和的評級由“中性”調高至“買入”,並將目標價由43港元調高至59.5港元,以反映預期資產淨值上升,而資產淨值折讓亦會收窄。
報告指,自集團宣佈可能出售港口業務(不包括HPH Trust(和記港口信託)和中國內地/香港港口),股價已上升約11港元,完全反映每股資產淨值提升(每股9.6港元),而資產淨值折讓亦略爲收窄。該行對各種特別股息派發的情景分析顯示,股價升幅介乎9.6至27.4港元之間,並認爲自交易公佈以來的股價升幅可能已計及7.8%的現金收益將用於派發特別股息。
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