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China Mobile's annual dividend exceeds 80 billion dollars! If “Chinese characters” increase the “throw money” effort, can they still get on the bus?
China Mobile revealed that it plans to distribute 67% of the 125.5 billion yuan earned in 2022. This amount of capital exceeds 84 billion yuan, and the dividend ratio will exceed 70% in 2023.
The civil aviation transport market continues to recover and completed 43.2 million passenger traffic in February this year
China Eastern Airlines Co., Ltd. (00670.HK) will hold a board meeting on March 30 to approve annual results
Gelonghui, March 20, 丨 China Eastern Airlines Co., Ltd. (00670.HK) announced that the company will hold a board meeting on March 30, 2023 to review and approve the annual results of the company and its subsidiaries up to December 31, 2022 (audited).
China Eastern Airlines Co., Ltd.: Notice of Board Meeting
Civil aviation completed 43.2 million passenger traffic in February this year, an increase of 38% over the previous year
Changes in Hong Kong stocks | Airline stocks fell collectively, and Meilan Airport (00357) fell more than 8%, China Southern Airlines (01055) and Air China (00753) fell more than 4%
The Zhitong Finance App learned that airline stocks declined collectively. As of press release, Meilan Airport (00357) fell 8.26% to HK$17.32; Air China (00753) fell 4.21% to HK$7.06; China Southern Airlines (01055) fell 4.17% to HK$5.51; and Eastern Airlines (00670) fell 2.82% to HK$3.1. According to the news, Guoxin Securities released a research report saying that the summer and fall season change in 2023 is coming soon. With the orderly release of domestic flight volume control and the continuous increase in international routes, the bank believes that passenger traffic in civil aviation is expected to rise further.
Ministry of Transport: Last week, the country's civil aviation guaranteed a total of 9,8880 flights, an increase of 4.44% over the previous week
Opinion | There may be room for recovery in the valuation of state-owned enterprises in the future, which is expected to bring medium-term investment opportunities
We believe that the fundamentals of central state-owned enterprises have continued to improve in recent years, and it is expected that in the future, issues such as their own growth, governance mechanisms, and information exchange will be properly optimized under policy guidance and support. If the factors that suppress valuations can be gradually resolved, the current undervaluation phenomenon is expected to continue to be repaired and bring good relative benefits.
Opinion | The “high dividend strategy” is back in sight, and the “central state-owned enterprise revaluation” opportunity may continue throughout the year
The reshaping of central state-owned enterprise valuations has brought “high dividends” back into the eyes of investors. The agency said that the “central state-owned enterprise revaluation” opportunity in '23 may continue throughout the year. The core of the “policy route switch”, one of the three main clues in '23, is that “central state-owned enterprise revaluation+digital economy” became a new starting point for credit leniency and “further leverage.”
The elephant with “Chinese characters” dances to speed up the construction of a valuation system with Chinese characteristics
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