大行评级｜摩根大通：长和股价已大致反映港口出售获准情景

格隆汇

07/29

格隆汇7月29日｜摩根大通指，长和潜在出售全球港口事件上，与贝莱德及Terminal Investment Limited的145天独家谈判期已于上周日(27日)完结，长和确认有关磋商仍在继续，并拟邀中国主要策略投资者作为收购财团的重要成员。该行指，纵使最终结果仍然不确定，但认为市场已大致反映出售获准情景。该行预测，若出售获准，基本情景为长和股价将为55港元；若乐观情景下净资产折让降至三成，长和...

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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大行评级｜摩根大通：长和股价已大致反映港口出售获准情景\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-29 12:36 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072912371597249364&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇7月29日｜摩根大通指，长和潜在出售全球港口事件上，与贝莱德及Terminal Investment Limited的145天独家谈判期已于上周日(27日)完结，长和确认有关磋商仍在继续，并拟邀中国主要策略投资者作为收购财团的重要成员。该行指，纵使最终结果仍然不确定，但认为市场已大致反映出售获准情景。该行预测，若出售获准，基本情景为长和股价将为55港元；若乐观情景下净资产折让降至三成，长和...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072912371597249364&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CKHUY","symbol_name":"长和ADR","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072912371597249364&s=b","article_id":"2555081167","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072912371597249364&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2555081167","pubTimestamp":1753763791,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"格隆汇7月29日｜摩根大通指，长和潜在出售全球港口事件上，与贝莱德及Terminal Investment Limited的145天独家谈判期已于上周日(27日)完结，长和确认有关磋商仍在继续，并拟邀中国主要策略投资者作为收购财团的重要成员。该行指，纵使最终结果仍然不确定，但认为市场已大致反映出售获准情景。该行预测，若出售获准，基本情景为长和股价将为55港元；若乐观情景下净资产折让降至三成，长和股价将为73港元；若出售不继续进行，长和股价理论上可回落至41港元。就中远海运而言，该行相信潜在参与符合其建立垂直整合业务模式，与同业马士基相似。公司强劲的现金储备及现金产生能力支持其收购。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"CKHUY":"长和ADR"},"translate_title":"Big Bank Ratings | JPMorgan Chase: CKH Hutchison's stock price has roughly reflected the port sale approval scenario","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CKHUY":0.9},"content_text":"格隆汇7月29日｜摩根大通指，长和潜在出售全球港口事件上，与贝莱德及Terminal Investment Limited的145天独家谈判期已于上周日(27日)完结，长和确认有关磋商仍在继续，并拟邀中国主要策略投资者作为收购财团的重要成员。该行指，纵使最终结果仍然不确定，但认为市场已大致反映出售获准情景。该行预测，若出售获准，基本情景为长和股价将为55港元；若乐观情景下净资产折让降至三成，长和股价将为73港元；若出售不继续进行，长和股价理论上可回落至41港元。就中远海运而言，该行相信潜在参与符合其建立垂直整合业务模式，与同业马士基相似。公司强劲的现金储备及现金产生能力支持其收购。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}