《大行報告》高盛料螞蟻集團港掛牌可貢獻明年交易量7% 維持港交所「中性」評級
高盛發表報告表示,港交所(00388.HK)昨日股價抽升近10%,螞蟻集團公布計劃在香港和上海進行掛牌,將為港股今年最大額的新股上市活動,並評估螞蟻集團來港上市的潛在交投所作出貢獻。
該行指,據《彭博通訊社》早前報道,螞蟻集團計劃在本港上市籌集100億美元資金,目標市值約為2,000億美元,若應用150%周轉速度(基於當前100%的整體市場速度),及科技股的約200%,與歷史記錄基本一致中顯示的中位數/平均值,意味明年可提供約7%的交易量。而螞蟻集團擬在本港上市籌集100億美元的資金,相比之下,近期來港掛牌的科技股集資額介乎有50億至130億美元,佔總體交易量的2至5%。
高盛表示,維持港交所「中性」評級及目標價325元,指其估值已接近歷史市盈率高峰水平。
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