瑞银：预计长和(00001)可受惠于油价上升太古A(00019)则受不利影响

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智通财经APP获悉，瑞银发布研报称，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加敏感。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，全年布伦特原油平均价格为每桶132.5美元。现予长和(00001)目标价67港元及“买入”评级；太古A(00019)则获“中性”评级，目标价72.7港元。该行估计长和的资产净值及2026年盈利潜在上升9%及...

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瑞银：预计长和(00001)可受惠于油价上升 太古A(00019)则受不利影响

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瑞银：预计长和(00001)可受惠于油价上升太古A(00019)则受不利影响