分红与回购：近期公司事件与原始证据

Not for redistribution without written consent of Morgan Stanley M Update August 20, 2026 01:51 PM GMT Chuangxin Industries Holdings Ltd. | Asia Pacific Morgan Stanley Asia Limited+ Hannah Yang, CFA Equity Analyst 1H26 Post-Results HK NDR – Key Takeaways …

Action | 20 Aug 2026 09:45:21 ET │ 14 pages Dexus (DXS.AX) Resilient Core Steadies the Ship — Value Emerges at large NTA Discount but Risks Remain CITI'S TAKE Dexus delivered a resilient FY26 result with AFFO of 45.0cps ahead of …

Not for redistribution without written consent of Morgan Stanley M Update August 20, 2026 01:23 PM GMT Atour Lifestyle Holdings Ltd | Asia Pacific Morgan Stanley Asia Limited+ Dan Chee Equity Analyst High Growth Stays; Revised Up FY26 Slightly …

Not for redistribution without written consent of Morgan Stanley M Update August 20, 2026 01:24 PM GMT JL Mag Rare-Earth Co. Ltd | Asia Pacific Morgan Stanley Asia Limited+ Rachel L Zhang Equity Analyst Strong 2Q26 Results Chris Jiang Equity Analyst …

Vi ewp oint | 20 Aug 2026 09:30:04 ET │ 14 pages Australian Finance Group (AFG.AX) A solid result, yet housing slow down weigh on FY27E CITI'S TAKE AFG delivered a solid FY26 result (profit +39%), albeit partly due to one-off income.…

Flash | 20 Aug 2026 09:17:17 ET │ 15 pages Mediatek (2454.TW) Read across from Google broadening its custom-silicon ecosystem CITI'S TAKE We note recent newsflow (see below) around AMD and Marvell both working with Google on AI ASIC.…

Action | 20 Aug 2026 08:59:13 ET │ 15 pages Brambles Limited (BXB.AX) Is execution risk manageable? CITI'S TAKE Overall FY26 EBIT at +4% cFX was largely in line with the 3-5% guide. However, BXB introduced 1H27 capacity constraint costs, that were much …

Flash | 20 Aug 2026 08:51:00 ET │ 10 pages Gerdau (GGBR4.SA) Canada Trade Talks Add Noise, but Fundamentals Remain Intact CITI'S TAKE According to the news, the U.S. and Canada may reach a preliminary trade …

Flash | 20 Aug 2026 08:40:03 ET │ 10 pages KGHM Polska Miedz SA (KGH.WA) 2Q26 Results Management Meeting Highlights CITI'S TAKE Below please find the key issues that were raised during KGHM’s 2Q26 results conference. …

Flash | 20 Aug 2026 08:30:04 ET │ 11 pages Walmart Inc (WMT.O) EPS Beat Though US Comps a Little Soft (Hurt by Health/Wellness MFP Dynamic) CITI'S TAKE 2Q EPS were well above consensus, driven by higher GM, while sales at …

Flash | 20 Aug 2026 02:48:10 ET │ 10 pages Hays (HAYS.L) FY26 results CITI'S TAKE EBITA of £48.6m compares with earlier management guidance of £46m. Gross profit performance already reported on 10th July. No update as yet …

帝亚吉欧发布2026财年20-F报告。报告显示有机净销售额增长0.4%，有机营业利润增长2.0%，但报告营业利润下降27.2%，主要受土耳其和Don Papa品牌减值及重组费用影响。自由现金流32.11亿美元，净债务降至204.82亿美元，杠杆率3.1倍。建议全年股息每股50美分，派息率30%。公司预计新运营框架和供应链变革将在未来三年节省约10亿美元，并预计2027财年有机净销售额基本持平。

National Vision Holdings公布2026财年第二季度财报，净收入4.988亿美元，同比增长2.5%；净利润1241.6万美元，同比增长42.3%。公司启动Eyeglass World实验室优化计划，产生重组费用307.6万美元。董事会授权5000万美元股票回购，已回购2000万美元。公司完成AmericasBest.com平台迁移，并收到IEEPA关税退款。

Birkenstock公布2026财年第三季度业绩：营收7.195亿欧元，同比增长13%（固定汇率增长15%），所有地区均实现双位数增长。调整后EBITDA为2.425亿欧元，同比增长11%，但利润率下降70个基点至33.7%。净利润同比下降15%至1.096亿欧元，主要受加速股票回购和高级票据再融资的非经常性非现金费用影响。公司完成澳大利亚分销商收购，发行9亿欧元高级票据，并完成2.3亿欧元加速股票回购。美国关税和汇率波动对利润率造成压力。

台积电董事会批准2026年第二季度财报，营收1.27万亿新台币，净利润7065.6亿新台币，每股收益27.25新台币。宣布每股现金股息7.0新台币，除息日12月10日。批准约294.425亿美元资本支出，用于先进制程、封装及晶圆厂建设。批准与索尼半导体解决方案成立合资公司，开发下一代图像传感器，投资不超过2820亿日元。

联合健康集团2026年第二季度营收1120亿美元，与去年持平；运营利润79.9亿美元，同比增长55%；每股收益6.04美元。上半年现金流200亿美元。公司完成战略审查，剥离部分业务，并宣布收购一家医疗公司。董事会提高季度股息至年率9.28美元。

高乐氏公司2026财年净销售额67亿美元，同比下降，有机销售和盈利下滑，摊薄每股收益下降26%。公司完成对GOJO的收购，扩大健康卫生领域布局，并买断Glad合资企业剩余20%股权。支付股息6.02亿美元，并宣布小幅增加股息。面临成本上涨、供应链风险及整合挑战。

巴西石油公司董事会批准支付174亿雷亚尔的股东分红，作为2026财年报酬的预付，基于2026年6月30日资产负债表。每股派发1.34814262雷亚尔，分两期于2026年11月和12月支付。该分配符合公司股东报酬政策，即当总债务低于战略计划上限时，分配自由现金流的45%。