據報平安(2318.HK)增持匯控(00005.HK)因財務因素非政治考慮
中國平安(02318.HK)增持匯控(00005.HK)至8%,成匯控最大單一股東。英國《金融時報》引述匯控的內部人士表示,平保增持股份可能是出於財務因素,而非政治考慮。
該報道引述消息指,平保增持是需要現金流以兌現對客人的承諾;若相信匯控明年恢復派息,現股價水平是很有吸引力。若股息回復至疫情前約每股51美分,即收益率達12%。
市場之前憂慮匯豐被北京方面列入「不可靠實體」清單,威脅匯豐在華業務,中國官方媒體《環球時報》稱,平保增持可能有助改善匯控與北京的關係。
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