北京时间08:03——戴维研究机构指出,在英国国民西敏寺银行折价出售爱尔兰贷款机构11.7%股权后,其作为第二大股东的彻底退出将显著改善爱尔兰永久银行股票的流动性。该机构分析师迪尔米德·谢里登与托马斯·瑞安在研报中分析,2022年通过永久银行收购阿尔斯特银行零售业务时,国民西敏寺银行曾持有16.7%股权,并于2023年部分减持。此次清仓释放出大量流通股,彻底消除了长期困扰股价的"悬置风险"——即大股东潜在的大规模抛售压力通常会导致股价承压。
两位分析师强调:"永久银行当前处于有利地位...盈利能力与回报率有望提升,股东派息或将恢复。"值得注意的是,尽管释放积极信号,该股当日仍下跌1.9%至2.05欧元。
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.