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大行評級|大摩:重申美圖“增持”評級 沽清加密貨幣專注業務和股東回報
格隆匯 12-05 12:41
摩根士丹利指,美圖昨日(4日)宣佈,上月出售2021年所得3.1萬個以太幣及940個比特幣,套現約13億元,獲利約5.71億元。公司擬使用所得款項淨額約八成派發特別股息,即約4.57億元人民幣或每股0.109港元,以現價計收益率3.8%。其餘用於擴展業務,集中於以訂閲為基礎的影像和設計產品。該行認為,此舉證明美圖對其業務重心及股東回報的堅持。該行重申美圖“增持”評級,目標價4.5港元。大摩指,美圖因持有加密貨幣,股價長期偏離其基本價值,長期價值投資者質疑美圖營運重心。出售所有加密貨幣用作股東回報及業務發展,證明美圖創造價值決心,相信今次是美圖在資本市場及投資者心目中地位的轉折點,標誌公司管治的顯著改善。
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