传长和(00001)正考虑进一步出售电讯资产 退出竞争激烈且成本高昂的电讯业

智通财经
May 07

智通财经APP获悉,李嘉诚旗下长和(00001)继以43亿英镑出售英国电讯业务VodafoneThree 49%股权后,据报正考虑进一步出售电讯资产,以期退出竞争日益激烈且成本高昂的电讯业。

不过报道指,长和近期不太可能急于达成交易,因为希望最大限度地提高资产价值。同时,长和或会根据市场状况调整策略,而将电讯资产上市仍是一个选项。

长和仍在包括意大利、瑞典和丹麦在内的多个欧洲市场开展电讯业务,持有和记电讯香港控股有限公司控股权,此外还通过合资在澳洲和东南亚开展业务。

报道指,虽然电讯业务仍是长和第二大收入来源,但该业务一直受到高额折旧和摊销影响,拖累集团利润。根据其年报,去年计入折旧和摊销后,该业务收益暴跌逾80%。另外,电讯业亦面临日益激烈竞争,未来几年需要数十亿美元投资才能跟上新一代移动网络的发展步伐。

长和(00001)于周二(5月5日)发布公告称,旗下全资附属公司CK Hutchison Group Telecom(CKHGT)已同意出售其于英国电讯业务VodafoneThree所持有之全数股权。Vodafone Group Plc持有该业务51%股权,CKHGT则持有49%股权。有关交易须待相关监管机构批准。是次交易让集团能以具吸引力之估值将其投资变现,集团将通过注销其在VodafoneThree的持股,收取43亿英镑(454.94亿港元)之代价金额。

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