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《大行報告》瑞銀:可6月初等待機會買入中移動(00941.HK) 料今年股息回報逾8釐
阿思達克 05-26 15:24
瑞銀近日發表報告表示,建議關注中移動(00941.HK)近期所迎來的吸納機會,指中移動於5月25日除淨,按過去十年統計其股價在除淨後10日(包括除淨日)股價平均回落3%,基於美國所公佈行政投資「禁令」,美國投資者須於今年6月3日中午12時之前買賣中移動,而今年6月12日亦是中移動於2020年6月時曾公佈股票期權激勵計劃項首批行權生效日期(涉每股行使價55元)。 該行建議投資者可待6月初尋找機會買入中移動,基於上述因素,估計由於美國投資者的最後拋售壓力和除息日後會帶來調整,估計中移動短期股價可能會疲軟至6月初,而該行仍然看好中移動的基本面。 瑞銀表示,中移動目前提供預測今年股息回報達8.8釐,並估計其2022年至2024年每股派息的複合增長達10%,而公司亦已承諾在2023年派息比率達到70%(對比2021年爲60%),該行重申對其「買入」評級及目標價80元。(wl/a) ~
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