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中國平安(02318.HK):匯豐(00005.HK)暫停派息為短期問題 @ 2020-09-29T08: Back Hot News
Keyword:匯豐
Concept:股東平保 , 匯豐股價
匯豐控股跌至如此低殘水平,終吸引到中國平安(2318)大手增持而變成最大單一股東,一個有趣的問題隨之出現,如給閣下選擇,現在是買平保好,還是撈底買匯豐控股好?有讀者更提出一個有趣問題:會否有一天平保不繼續增持,甚至到最後可以提出私有化匯控,將之變成為一家中資主導的銀行?
匯豐控股行政總裁祈耀年表示,新型冠狀病毒疫情爆發對匯豐客戶造成的經濟沖擊,是導致匯控今年以來財務表現變動的主要因素。
匯豐控股發威,再度成為港股火車頭,拉動恆生指數148點,貢獻整體升幅6成。中國平安(02318-HK)成為匯豐控股(00005-HK)最大股東,刺激匯豐控股飆升9.2%或2.6港元,收報30.8港元,重上30港元關口;成交金額達45.55億港元,為第二大活躍港股。匯豐控股曾於9月23日跌穿世紀供股價28港元大關,據披露易資料顯示,平保當日在場內購入1080萬股匯控,每股平均作價28.2859港元,涉資3.05億港元。平保持有匯控的股權由7.95%增至8%,超過貝萊德的7.14%股權,成為匯豐控股最大股東。外電引述平保發言人表示,公司相信匯控暫停派息是一個短期問題,一直在與匯控就未來恢復派息的可能性進行積極磋商。平保對匯控的長期前景仍然充滿信心。匯控仍然符合平保青睞低估值、高派息股票的投資標准。

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