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Calvin Lee
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Calvin Lee
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香港首富李嘉诚的长江和记实业(CK Hutchison Holdings)宣布以228亿美元将其全球港口业务(不包括中国和香港)出售给以贝莱德(BlackRock)为首的财团。这笔交易包括长江和记实业持有的西港(Westports Holdings Berhad)23.55%股权。
西港主席拿督鲁本表示,交易完成后,西港仍将是和记港口集团(HPH)的一部分,仅股东结构发生变化。他淡化了西港可能因此获得更高估值的可能性。
对于西港投资者而言,这一交易的影响取决于新股东的战略方向和管理能力。如果新股东能为西港带来积极的变革和资源,可能对投资者有利。然而,股东变化也可能带来不确定性,投资者应关注交易进展和新股东的后续举措。
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3 weeks
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Patrick Chai
Good or bad ? ^^
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3 weeks
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Calvin Lee
换到美国公司后,就要看它的管理是否比李嘉诚的公司更出色了。
一成交,股价就下跌了,你自己斟酌一下吧。
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3 weeks
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Patrick Chai
Why the sudden surge today ?
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2 weeks
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Cheah Ken Shern
does increase port tariff good for port operator profitabilty?
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1 week
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Calvin Lee
Chinese firms using Malaysia as a transhipment hub to avoid high tariffs.
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1 week
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