《大行報告》大摩挑選港股第四季「增強股息」主題推介名單(表)
摩根士丹利發表亞太區策略報告,更新了該行「增強股息」篩選(Enhanced Dividend Screen)的投資主題名單,選擇過程包括兩個步驟,第一是利用量化模型來識別具有資產負債表彈性和長期業務穩定性的股息股票,第二是「自下而上」按行業和股票分析師合作以判斷最終定量和基本面分析結果達一致方式所選出的股份。
本港上市股份:
股份│預測股息
長實集團(01113.HK)│4.7厘
中石油(00857.HK)│10.8厘
工行(01398.HK)│9.5厘
其他地區上市股份
股份│預測股息
印尼United Tractors Tbk PT(UNTR.JK)│5.1厘
南韓起亞汽車(000270.KS)│4.1厘
台灣聯電(2303.TW)│-
印度Power Grid Corporation of India(PGRD.NS)│5.6厘
澳洲Sonic Healthcare(SHL.AX)│3.2厘
南韓KB Financial Group(105560.KS)│7.1厘
南韓Shinhan Financial Group(055550.KS)│7.1厘
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