《大行報告》瑞銀:中移動(00941.HK)現價提供股息回報9厘 重申「買入」評級
瑞銀發表研究報告指,市場近日傳出百度擬出售愛奇藝(IQ.US)控制性股權,並引起太盟集團及中國移動(00941.HK)的關注,預期倘中移動真要收購,可能會於上市公司或母公司旗下層面進行,指出上市公司於過去十年只進行幾項收購,主要為與核心業務產生協同效應的業務,而母企中移動集團旗下的中移動資本則為芒果超媒(300413.SZ)的第二大股東。
瑞銀表示,中移動現估值相當於預測2022年股息率9%,估值屆十年低位,股息率高於區內同業,預期由於中移動擁有超過4,000億元人民幣的充裕現金,加上管理層已承諾至2023年派息比率可達到年度淨利潤最少70%,重申「買入」評級,預期基本面將持續改善,目標價80元。
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