瑞银发表研究报告指，2025年香港综合企业股价表现分化，主要受到资产出售及资本回收活动的推动，认为投资者已转为以市账率而非股息率对公司进行估值评估。未来一年，该行预期美联储利率下调或进一步促进资产出售，在所覆盖股份中首选怡和(JARD.SI)、长和(00001.HK) 及太古(00019.HK) 。瑞银给予怡和及长和“买入”评级，目标价分别由72.6美元及58.8港元，升至83.4美元及67港元。...
Source Link瑞银发表研究报告指，2025年香港综合企业股价表现分化，主要受到资产出售及资本回收活动的推动，认为投资者已转为以市账率而非股息率对公司进行估值评估。未来一年，该行预期美联储利率下调或进一步促进资产出售，在所覆盖股份中首选怡和(JARD.SI)、长和(00001.HK) 及太古(00019.HK) 。瑞银给予怡和及长和“买入”评级，目标价分别由72.6美元及58.8港元，升至83.4美元及67港元。...
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