大行评级丨里昂：预计长和出售英国电讯业务股权令利润增加最多23亿港元或派特别息

中金财经05-07

里昂发表研报指，长和宣布以43亿英镑出售其在英国电讯业务VodafoneThree的49%股权。虽然出售时机早于该行预期，但交易估值可将该行2026年预测资产净值(NAV)提升3%。公司预计交易完成后将录得47亿港元净处置收益。该行指，由于剔除VodafoneThree的亏损，加上出售所得款项带来的利息收入，预计将使长和年度经常性利润增加18亿至23亿港元，相当于该行2026年预测盈利的8%至...

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