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王浩賢先生(Simpson Wong)
經理

對投資期權及沽空擁有豐富實戰經驗。 深入了解各類衍生工具的應用。 歡迎各位來電互相交流心得。
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特別息因素已充分體現 和電(215HK)缺乏增長引擎

Tuesday, April 02, 2019 Views1532

3月29日公司公布將以6,000萬美元現金代價向DOCOMO購買和電流動電訊業務的24.1%股權,該交易或對公司盈利具輕微加快作用。但受到了行內競爭激烈所影響,本地服務收入跌5%,加上公司在香港電訊商中並不特別吸引。現價已完全體現派發$0.80特別息因素,每股派$0.80只相等於固網業務出售淨收益26.8%,而管理層未有明確指出剩下約65億元現金的用途。欠缺透明度,或令市場對和電估價下降。

 

建議如持貨者,可考慮沽貨套現再覓機會部署。

 

註:本人王浩賢為證監會持牌人士。截至本評論文章發表日止,本人及/或其有聯繫者並無持有全部提及之証券的所有相關財務權益。


 

 
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