智通财经APP获悉，瑞银发布研报称，维持长和(00001)59.5港元目标价和“买入”评级。长和2024财年呈报盈利170亿港元，差于瑞银预期，主要原因是减值损失和更高税务支出，对于港口业务没有更新。港口交易方面，没有新的更新，公司预计2025年吞吐量将温和增长。
瑞银指，长和2024年呈报纯利为170亿港元，同比降27%，低于瑞银预期22%，主要由于:1)越南电讯业务的一次性减值损失及拨备;2)税费增加。若加上减值损失，去年长和基础溢利为208亿港元，低于瑞银预期5%。主席的报告中指，要控制资本开支及新投资，因此瑞银预计长和2025年资本开支略减，因为电讯业务在3 UK不在合并计入后将降低资本开支，这将被港口业务的新投资及零售新开店开支微升抵消。
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