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　　大和发布研报称，考虑到监管重置及英国铁路业务出售等利好因素已反映于长和（00001）股价中，认为其基本面不变，但进一步上行空间有限，加上股息收益率已与同业接近，将评级由“买入”下调至“跑赢大市”，目标价由63.5港元上调至66.3港元。

　　长和上周被巴拿马最高法院裁定其港口特许经营合约违宪，导致长和及长江基建集团（01038）股价下跌。该行认为，裁决很可能源于中美在战略资产上的紧张关系，或扰乱长和计划向贝莱德出售其全球港口业务的交易。

　　对于长建而言，该行认为事件构成情绪面压力，因其凸显了政治审查风险，但未有直接冲击长建的利润基础，因公司业务主要集中于英国及澳洲受监管的公用事业。

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