《大行報告》摩通:中移動(00941.HK)績佳及股息增長前景令人鼓舞 料明年股息回報10厘
摩根大通發表報告指,中國移動(00941.HK)上半年業績理想,純利及每股派息分別增長19%及35%,預料其股價將會有正面反應。
該行表示,集團重申承諾派息比率由去年的60%,提升至明年的最少70%,意味明年股息收益率達10%的吸引水平,且期間的每股派息年均複合增長率達14%。
摩通維持對中移動股份「增持」評級,目標價65元,認為集團有強勁的資產負債表,淨現金水平達市值的40%,加上增長能見度高及派息吸引,且在行業中防守性及流動性最佳。
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