瑞银发表研究报告,指中东地缘冲突引发宏观经济不确定性,香港综合企业的风险回报对外围影响变得更敏感。该行假设中东冲突持续至今年第三季底仍未解决,霍尔木兹海峡油轮通过量仍较少,全年布兰特原油平均价格为每桶132.5美元。在此情境下,该行估计长和(00001.HK) 的资产净值及2026年盈利潜在上升9%及66%,主要因旗下Cenovus Energy可受惠于油价上升。而太古A(00019.HK) 的...
Source Link瑞银发表研究报告,指中东地缘冲突引发宏观经济不确定性,香港综合企业的风险回报对外围影响变得更敏感。该行假设中东冲突持续至今年第三季底仍未解决,霍尔木兹海峡油轮通过量仍较少,全年布兰特原油平均价格为每桶132.5美元。在此情境下,该行估计长和(00001.HK) 的资产净值及2026年盈利潜在上升9%及66%,主要因旗下Cenovus Energy可受惠于油价上升。而太古A(00019.HK) 的...
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