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《大行報告》摩通:中移動(00941.HK)回購對股價正面 重申行業首選
阿思達克 01-16 11:10
摩根大通發表研究報告指,中國移動(00941.HK)昨日(15日)於交易所回購73.8萬股,涉資約4,836萬元,是自2022年2月起再次恢復回購,雖然回購規模相對較小,但是新一年恢復回購,反映出中移動願意改善股東回報,預計對股價會有正面反應,亦將提高市場對中移動未來進行更多回購的憧憬。 摩通指,去年中國電訊商表現一直跑贏同期恆指40%以上,認為投資者今年將繼續看好電訊股,因為在動盪的市況中更具防守性,而且股息回報吸引,重申中移動為行業首選,維持「增持」評級,目標價74.5元。
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