亞馬遜拆股意味着什麼?
亞馬遜公司宣佈將以20比1的價格拆分股票,並回購高達100億美元的股票。摩根士丹利對亞馬遜的股票調整計劃持積極態度。該投行指出,亞馬遜拆分股票和增加回購,是一系列有益於股東收益行動的一部分,這些行動包括改善資本支出、股票回購,以及增加回購授權和股票拆分。這些措施被視爲催化多重擴張的因素。
分析師Brian Nowak稱:“歷史上亞馬遜的回購股權價值一直是積極的信號,此後6個月的平均回報達到42%。亞馬遜股票回購的12個月和24個月的平均回報率(假設投資者買進並持有股票)分別爲100%和135%。”
Cowen公司分析師John Blackledge表示,亞馬遜拆股可能意味着,該公司的資本支出週期即將過頂。也有一些討論認爲,亞馬遜拆股可能會讓該公司成爲道瓊斯工業平均指數的成份股。
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