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《大行報告》摩通:粵投(00270.HK)全年派息削五成為意外負面消息
阿思達克 03-26 11:23
摩根大通發表報告,稱雖然預計粵投(00270.HK)在盈警後會削減派息,但全年派息大減近五成實屬令人意外,因預計公司會將股息率與每股盈利的跌幅保持一致。摩通維持粵投「增持」評級,目標價7.25元不變。 該行稱,粵投在超過10年來首次削減派息後,正等待公司管理層對最新派息政策的指引。值得注意的是,公司就採用修訂後的股息政策另行發布公告,當中提到公司的股息支付及派發將取決於「實際及預期的財務業績及狀況」、「融資及業務需求」等,認為公司的最新派息政策並不清晰,管理層有需要向投資者澄清甚麼股息水平是被認為具可持續性。
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