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《大行報告》星展:中移動(00941.HK)藉數字化推動增長 股息回報達9釐吸引
阿思達克 02-17 14:33
星展發表報告指,中移動(00941.HK)承諾將派息比率,從2022財年的65%提高到2023財年的至少70%。該行相信,集團2023財年約6%的穩健盈利增長將支持股息進一步上漲。派息上調將成爲觸發其股價重估的積極催化劑,並指其股息收益率約爲9%,具有吸引力。 該行指,中移動旗下數字化轉型業務是集團主要的增長引擎,該業務貢獻了逾90%的增量服務收入。在中國數字化計劃的支持下,該行料數字化轉型業務將保持按年增長約40%。 星展預計,中移動2022至2024財年的盈利分別增長10.3%、6%和5%,維持目標價74元及「買入」投資評級。
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