《大行報告》大摩相信中移動(00941.HK)潛在回購對市場為正面訊號 抵銷部分A股發行攤薄效應
摩根士丹利發表報告指,中移動(00941.HK)公布計劃行使可回購最多10%已發行H股(20.5億股)的股東授權,該行認為此舉對市場為正面訊號,能夠抵銷部分A股發行的攤薄效應。
大摩表示,是次潛在回購的實際數目未明(亦有可能不作回購),然而港交所要求股份最低的自由流通量門檻為25%(包括所有市場的發行),意味集團最多只能回購7.8%的已發行H股。
該行對中移動股份評級為「增持」,目標價65元。
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