大摩发表报告，称华晨中国(01114.HK) 在近数年来派发多几轮特别股息后，公司宣布市场期待已久的长期股息政策，认为这将对股价带来正面影响。因此，维持公司“增持”评级，目标价为5.5元。
大摩预计华晨今年税后盈利为53亿元人民币，以及截至12月17日的3.5元的收市价计算，预示公司今年股息率将超过16%。另一方面，华晨确立长期股息政策并不暗示不再发放特别股息，认为实际的股息支付将取决于营运需求及母公司的需求，以及华晨宝马的盈利能力。
大摩称，日后华晨的基本面表现变得更加重要，因股东回报与盈利能力的关联度更加紧密。随着宝马在中国的销售面临压力，预计投资者将要求更高的股息率，以减轻对宝马盈利能力不确定性的影响。(mn/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-12-17 16:25。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.