2026年4月22日,拉丁美洲电信巨头美洲移动(America Móvil)股价上涨,此前公司释放出积极信号,表示在利润大幅增长后,有空间进行更多股票回购及并购活动。
这一乐观表态源于公司近期公布的强劲业绩。财报显示,得益于汇率利好推动融资成本大幅下降,美洲移动近期净利润增长近五倍,营收也实现小幅上涨。强劲的现金流和盈利能力为公司实施更积极的股东回报政策和战略扩张奠定了基础。
此前,公司已提议派发每股0.54墨西哥比索的股息,并计划实施一项价值100亿墨西哥比索的股票回购。分析师普遍认为,此举表明公司致力于回馈股东,是利好信号。
此外,公司首席执行官丹尼尔·哈吉(Daniel Hajj)表示,拉美电信市场预计将出现整合,美洲移动已做好准备。尽管此前竞购西班牙电信智利子公司的计划受阻,但公司正将资金转向降低债务,并积极寻找新的收购机会,例如正与巴西互联网服务商Desktop进行谈判。
目前,多位分析师维持对美洲移动的“买入”评级,看好其在拉美市场的增长潜力和战略整合能力。
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