金吾财讯 | 摩根大通发布研究报告称，长和(00001)公布计划出售中国以外的港口资产，其中包括近期卷入争议的巴拿马港口，这一项目堪称集团历年最大规模的资产出售行动，预计可套现超190亿美元。该行预计上述潜在出售将对股价产生积极影响，给投资者带来惊喜。该行估算，此次出售的相关标的占长和EBITDA的13%，还会使港口业务的贡献从15%大幅下降至1%。该行指出，虽然管理层尚未透露将如何安排现金收益，但依据过去几年的收购情况，该行认为资本配置可能更倾向于基础设施领域。投资者对股票回购和特别股息的预期理应会提高，尽管该行注意到长和在之前关键资产出售后并未宣布特别股息，不过仍预计股价会有积极反应。摩根大通给予长和目标价50港元及“增持”评级。
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