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大行評級|大摩:予萬物雲“與大市同步”評級 回購股份料短期股價反應正面
格隆匯 06-05 10:39

摩根士丹利發表研究報吿,指萬指物雲宣佈斥資最多58億港元進行股份回購,雖然短期內股價可能會有正面反應,但大摩認為此舉與母公司萬科槓桿率上升及公司估值高於同業的背景不符。大摩指,萬物雲於去年12月至今年5月累計回購630萬股,相當於已發行股份的0.54%,涉資1.33億元,今次高達58億港元新回購規模,相當於當前市值的約21%,或公司2023年底止手頭現金餘額的約34%,預期對公司營運層面和業務擴張的長期影響仍有待商榷。

大摩目前給予萬物雲“與大市同步”評級,目標價21.23港元。

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