《大行》美银证券:长和(00001.HK)出售英国电讯业务增强财务灵活 维持“买入”评级

阿斯达克财经
May 06

美银证券报告指,长和(00001.HK) 同意以现金43亿英镑(约455亿港元)出售其在英国流动电讯营运商VodafoneThree的49%股权,进一步证明长和愿意透过资产货币化来释放价值。虽然出售价格较该行较乐观的估值低约10%,但此交易显著强化长和的资产负债表,并在宏观不确定性下增强了财务灵活性。长和预计交易完成后将录得47亿港元的出售收益,完成目标为2026年下半年。相对于该行对2026财年...

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