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《大行報告》大摩:中遠海控(01919.HK)派息政策變動料推動股價 惟現貨運費調整構成壓力
大摩發表評級報告指,中遠海控(01919.HK)次季淨利潤369億元人民幣,符合該行早前預測,上半年經常性利潤644億元人民幣,達該行全年預測的61%,意味著年度淨資產收益率(ROE)達97%。 公司宣派中期每股股息2.01元人民幣;並提議在2022年至24年,將其股息政策更改為純利的30%至50%,相對之前為可分派利潤30%以上。 該行認為,中期派息及派息政策變動是強勁推動,料股價呈正面反應,惟該行預料由於不斷調整現貨運費,或對市場情緒及估值構成壓力。該行維持其目標價為13.3元以及其評級為「與大市同步」。(ca/u) ~
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