里昂发表报告指,新的自由现金流分析框架显示,无论从整体还是每股层面(已考虑10送1红股后),周大福创建(00659.HK) 派息削减的风险都很低。因此对该股投资论点维持不变,并认公司有相当大机会于2026年重新纳入沪港通或深港通,将有利于估值修复。该行已计入扩大的股本,并调整每股派息预测,使整体定期股息保持递增趋势。目前对新派息预测的风险偏向正面,即实际派息有上调空间。微调盈利预测,并将目标价由...
Source Link里昂发表报告指,新的自由现金流分析框架显示,无论从整体还是每股层面(已考虑10送1红股后),周大福创建(00659.HK) 派息削减的风险都很低。因此对该股投资论点维持不变,并认公司有相当大机会于2026年重新纳入沪港通或深港通,将有利于估值修复。该行已计入扩大的股本,并调整每股派息预测,使整体定期股息保持递增趋势。目前对新派息预测的风险偏向正面,即实际派息有上调空间。微调盈利预测,并将目标价由...
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