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恆指公司:模擬恆指成份股達80隻市值將增25%至近33.4萬億 五大成份股權重降至36.1%
阿思達克 03-01 17:13
恆指公司公佈有關恆生指數之優化細節,董事兼研究及分析主管黃偉雄出席記者會時指,有逾八成受訪者表示支持增加恆生指數成份股數目,認為可令恆指變得更均衡,不過反對意見則認為精英藍籌一般數目不多,對較小成份股的流動性有隱憂。總結最後決定目標明年中前將成份股數目增至80隻,最終數目固定為100隻。

他指出日後會考慮候選公司在行業組別裡的代表性、市值及成交、財務表現,經顧問委員會討論後決定,另外所有成份股亦會設8%的權重上限。變動將於2021年5月份之指數檢討開始實施,6月份之指數調整中生效。

他指出整合成七個行業主要因為某些行業(即必需性消費、公用事業、電訊業、工業、綜合企業、能源業及原材料業)無論在市值及/或數目皆相對較小,將這些行業合併起來挑選成份股會更可行及有意義,恆指公司目標使每個行業組別的市值覆蓋率不低於50%。

他續指,目標明年中前將成份股數目增至80隻,在模擬結果下達到80隻成份股時,恆指市值將由現時的26.7萬億增至33.38萬億,增幅達25%,企業平均市值由5,140億元降至4,170億元,而五大成份股權重則由41.1%降至36.1%,在覆蓋率方面則由現時的56.5%升至71.2%,成交額佔比則由現時的50.2%升至66%,基本指標市盈率由15.7倍升至19.1倍,股息率由2.6%降至2.1%。(el/u) ~

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