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匯金Q1斥資人民幣4.68億增持中行工行 @ 2012-04-09T18: Back Hot News
Keyword:匯金 中行 增持工行
Concept:
雖然獲得匯金增持,不過工行A股仍跌0.23%,至到4.29元,較匯金在首季增持的4.35元平均價,低1.38%;至於另一間獲匯金增持的中行,其A股則升0.67%,至3.02元,較匯金增持的平均價3.01元微漲0.33%。匯金增持工行及中行股份後,分別占持股比例維持在35.43%以及67.63%
【東方日報專訊】中央狠批內銀暴利的言論,震散周四內銀股價。不過,內地傳媒報道,四大行三月份新增信貸達2,946億元(人民幣.下同),以此推算,整體內銀三月新增信貸逾8,000億元,數據較市場預期為佳,加上中央匯金等「國家隊」於首季內斥資近30億元增持工行(01398)及中行(03988)A股。證券界指放寬銀根消息對內銀股價有一定支持。
新金融記者查閱資料發現,2月份,匯金公司曾表示支持工行、建行、中行將2011年分紅比例繼續下調5個百分點至35%,農行維持35%不變,主要在於鼓勵銀行通過適當的留存利潤減少資本補充壓力,從而間接降低從資本市場融資的需求。但是,另一方面,從「中農工建」四大行的年報中發現去年四季度匯金增持農行達30963.25萬股,增持中行達14806.8萬股,而增持建行9049.6萬股,增持工行5305.32萬股。

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