港股异动 | 长和(00001)再跌超3% 巴拿马裁定港口合同违宪 瑞银料对出售港口业务谈判构成风险

智通财经
Yesterday

智通财经APP获悉,长和(00001)再跌超3%,截至发稿,跌3.56%,报61港元,成交额7.16亿港元。

消息面上,巴拿马最高法院此前发布一份裁决,称李嘉诚家族控制的长江和记实业旗下公司运营的两个巴拿马港口,港口合同违宪,并取消有关合同。对此,外交部发言人1月30日下午回应事件称,有关企业已经第一时间发表声明,表示该裁决有悖于巴拿马方面批准相关特许经营权的法律,企业将保留包括诉讼法律程序在内的所有权利。中方将采取一切必要措施,坚决维护中方企业正当合法权益。

瑞银指,巴拿马两个港口仅占集团旗下和记港口控股EBITDA的5%,以及长和整体EBITDA的0.8%。下行风险更多在于长和正在进行的港口业务出售谈判,其中包括相关的两个巴拿马港口。不过,早前亦有报道指,长和正考虑将港口交易拆分为不同所有权结构的独立部分进行处理。

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