TCAP ใจป้ำ"ซื้อหุ้นคืน-ปันผลพิเศษ" แต่ระยะยาวน่าเป็นห่วง!

efinAI

TCAP นำสภาพคล่องที่เหลือจากดีลควบรวม TMB มาซื้อหุ้นคืน 5 พันลบ. และแจกปันผลพิเศษ 4 บ./หุ้น ทำให้ในระยะสั้นราคาหุ้นดีดขึ้นมาอย่างมีนัยสำคัญ... แต่ระยะยาวจะส่งผลดีจริงหรือ? กูรูชี้การนำเงินมาซื้อหุ้นคืน-ปันผลพิเศษ อาจไม่ส่งผลดี เพราะการรับรู้กำไรจากแบงก์ใหม่อาจน้อยกว่าที่เคยได้รับจาก TBANK ตามสัดส่วนการถือหุ้นที่ลดลง แถมไม่เหลือเงินลงทุนในธุรกิจใหม่เพื่อชดเชยกำไรที่หายไป วันนี้นักลงทุนแห่ดันราคาหุ้น บมจ.ทุนธนชาต (TCAP) ขึ้นไปแตะจุดสูงสุดรอบเช้าที่ 55.25 บาท ก่อนปิดตลาดรอบเช้าที่ 53.75 บาท เพิ่มขึ้น

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