《大行報告》中金:中移動(00941.HK)大股東增持彰顯發展信心 重視投資者回報
中金發表評級報告指,中移動(00941.HK)控股股東中國移動集團截至昨日(16日)累計斥15.14億元人民幣增持逾2,625萬股A股,集團將繼續實施增持並在今年12月底前完成增持計劃,將涉資介乎14.86億至34.86億元人民幣。
報告認為,增持反映了中國移動集團對於公司及資本市場的信心,且彰顯公司重視股東回報,有望繼續支撐、提振公司估值表現。
中金又指,考慮到公司業務基本盤穩固,利潤及現金流表現良好,認為公司分紅比例具提升可能性,在高股息標的中質地較優;並看好公司自研技術持續提升,向新型信息基礎設施提供商持續轉型。該行維持其今年及明年盈利預測不變,目標價為85元及「跑贏行業」評級。(ca/s)
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