大摩：长和(00001)资本循环再造属正面给予增持评级_老虎社区_美港股上老虎

大摩：长和(00001)资本循环再造属正面给予增持评级

智通财经04-21

智通财经APP获悉，摩根士丹利发布研报称，长和(00001)估值具吸引力，预测市盈率为10倍，股息率为3.6%。若港口、零售及电讯等潜在交易能尽快落实，将进一步增强其投资价值。摩根士丹利给予长和增持评级，目标价61港元。有报道指长和正与怡和磋商，拟出售旗下香港超市业务“百佳”。该行认为此举反映长和持续进行资本循环再造，对公司属正面。若怡和辖下DFI零售集团旗下的“惠康”(拥有320间分店)与长和的...

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