观点网讯:2月3日,大和发表最新研报,将长江基建集团评级由“买入”下调至“跑赢大市”,同时将目标价由63.5港元上调至66.3港元。大和指出,长和上周被巴拿马最高法院裁定港口特许经营合约违宪,引发长和及长江基建股价下跌,但该事件仅对长江基建构成情绪面压力,未直接冲击其利润基础,因其业务主要集中于英国及澳洲受监管公用事业。该行认为公司监管重置、英国铁路业务出售等利好已反映在股价中,基本面不变但上行...
Source Link观点网讯:2月3日,大和发表最新研报,将长江基建集团评级由“买入”下调至“跑赢大市”,同时将目标价由63.5港元上调至66.3港元。大和指出,长和上周被巴拿马最高法院裁定港口特许经营合约违宪,引发长和及长江基建股价下跌,但该事件仅对长江基建构成情绪面压力,未直接冲击其利润基础,因其业务主要集中于英国及澳洲受监管公用事业。该行认为公司监管重置、英国铁路业务出售等利好已反映在股价中,基本面不变但上行...
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