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港交所(0388.HK)低开3.25% 拟溢价22.9%收购伦交所
格隆汇 09-12 09:23
格隆汇9月12日丨港交所(0388.HK)低开3.25%,报238港元,盘前成交2.46亿港元,最新总市值2294亿港元。港交所昨日盘后对外称,拟与英国伦敦证券交易所合并。其中,港交所提议以每股8361便士作价,向伦交所提出收购,估值达296亿英镑。这比伦交所前一个交易日的收市价有22.9%的溢价。受此消息刺激,伦交所的股价一度上升近15%。此外,港交所计划完成该建议交易后,将在伦交所二次上市,以显示对英国经济的信心。华创证券称,港交所自有资金充沛,足以支撑交易,将不会对二级市场构成压力。不过,花旗最新将港交所评级由买入下调至卖出,目标价由285港元降至210港元。花旗表示,港交所与伦交所并购交易面临较高的监管障碍。港交所对伦交所的报价较后者9月10日的收盘价溢价22.9%,对后者的估值为2019财年42倍的市盈率,远高于22倍的历史平均值。
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