大和：长江基建集团((01038)基本面不变但利好因素已反映降级至“跑赢大市”

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智通财经APP获悉，大和发布研报称，考虑到监管重置及英国铁路业务出售等利好因素已反映于长和(00001)股价中，认为其基本面不变，但进一步上行空间有限，加上股息收益率已与同业接近，将评级由“买入”下调至“跑赢大市”，目标价由63.5港元上调至66.3港元。长和上周被巴拿马最高法院裁定其港口特许经营合约违宪，导致长和及长江基建集团(01038)股价下跌。该行认为，裁决很可能源于中美在战略资产上的紧张...

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大和：长江基建集团((01038)基本面不变但利好因素已反映 降级至“跑赢大市”

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大和：长江基建集团((01038)基本面不变但利好因素已反映降级至“跑赢大市”