智通财经APP获悉,摩根士丹利发布研报称,据报长和(00001)计划最早于明年上半年分拆旗下零售业务屈臣氏集团,于中国香港及英国双重上市,料集资约20亿美元。目前长和零售业务在全球31个市场有1.7万间门店,今年上半年所产生的EBITDA约10亿美元,同比增长12.5%。该行指,目前市场对长和未上市的业务,包括港口、零售及电信业务的隐含估值为零,上市或出售资产有望释放价值;预期集团股价未来60日升幅将跑赢大市,现予目标价61港元及“增持”评级。
智通财经APP获悉,摩根士丹利发布研报称,据报长和(00001)计划最早于明年上半年分拆旗下零售业务屈臣氏集团,于中国香港及英国双重上市,料集资约20亿美元。目前长和零售业务在全球31个市场有1.7万间门店,今年上半年所产生的EBITDA约10亿美元,同比增长12.5%。该行指,目前市场对长和未上市的业务,包括港口、零售及电信业务的隐含估值为零,上市或出售资产有望释放价值;预期集团股价未来60日升幅将跑赢大市,现予目标价61港元及“增持”评级。
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