投资者正高度关注保诚集团(Prudential PLC)下月公布半年报时将披露的新资本管理政策。瑞银最新研报指出,从偿付能力和自由现金流角度评估,这家保险与资产管理巨头当前65%的派息率具备可持续性。若该政策得以实施,集团年度综合资本回报率有望达到约6%水平。
分析师进一步预测,未来三年内保诚或通过特别回购等形式,向股东返还相当于市值20%的资本。研报强调:"对一家营收与每股收益增速均超10%的企业而言,这样的资本回报率具备显著吸引力。"市场信心已在股价中得到印证——年初至今,保诚伦敦股价累计涨幅达47%,大幅跑赢大盘。
(注:本文根据公开研报信息编撰,不构成投资建议)
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.