中國平安AH股微跌 華泰金融:回購彰顯信心,無懼投資短期擾動,維持買入評級
格隆匯4月2日丨中國平安AH股上午盤中跌幅逐步收窄,截至半日收盤分別小跌0.89%和0.6%。中國平安昨晚公佈,截至3月31日,公司通過集中競價方式已累計回購A股7000萬股,佔公司總股本的比例為0.38296%,共耗資約60億元(不含交易費用),最低成交價79.85元/股,最高成交價91.43元/股。針對匯豐控股宣佈停止派發19Q4-20Q3股息對平安的影響,華泰金融發研報指出,預計影響中國平安分紅收益50億元,對2019年總投資收益率靜態影響約19bps。在此影響下,調整平安盈利預測,預計公司2020-22年EPS分別為10.31、12.09、13.98元(前值為10.61、12.09和13.98元),維持“買入”評級。報告還稱,平安於2019年4月推出的回購計劃至今已完成60億元回購,計劃期限截止為今年4月28日,尚有40億元回購空間。
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