研報掘金丨國泰君安:維持東方雨虹“增持” 評級,分紅超預期化解風險
國泰君安研報指出,東方雨虹(002271.SZ)年報超預期的分紅有望改善質押壓力,公司渠道調整和資產處置的執行力正在進一步加強。結合公司海外成長性,維持目標價24.21元,維持“增持” 評級。核心超預期要點是:年報分紅44.2億,疊加中期分紅14.6億,全年合計58.8億,對應短期18%股息率,更重要的是後續有望改善質押擔憂;分紅、資產處置、渠道佈局等都體現公司治理正持續改善。預計25 年公司將持續發力零售及新品類開拓,同時出海佈局迎來提速,營收增長及盈利修復值得期待。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.