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大行評級|大摩:華晨任命新主席應有助改善近期市場情緒
格隆匯 11-06 13:43
大摩發表報吿指,自前主席於9月11日辭任後,華晨股價顯著波動。該行相信新主席的委任將在一定程度上穩定市場對華晨業務的預期,更重要的是股息前景。大摩指,雖然華晨在有關進一步派息時間表的資訊暫時尚未明朗,但考慮到每股約2.1港元的手頭現金淨額,其中每股1.8港元可能可派發給股東,以及近幾個月寶馬汽車在中國的銷售有所回升(雖然代價是銷售費用增加),該行認為華晨的風險回報似乎具吸引力。另一方面,市場應密切留意新主席上任後的新措施。
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