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港股異動 | 中國太保AH股齊跌逾3% 擬發行GDR大行稱或令股價承壓
格隆匯 09-24 09:58
格隆匯9月24日丨中國太保(2601.HK)現報29.2港元,跌3.31%,暫成交2億港元,最新H股總市值2646億港元;中國太保A股(601601.SH)亦跌3.59%,報35.14元。中國太保昨晚發公告稱,擬發行GDR(全球存託憑證)並在倫交所主板掛牌交易。這是首家公告擬發行GDR的A股保險機構,本次GDR發行完成後,中國太保將實現上海、香港、倫敦三地上市。有分析指,基於對目前公司AH股價差較小及良好基本面等因素來考量,預計此次GDR發行會吸引海外優質長線投資者的關注。不過花旗發報告表示,對中國太保A、H股分別開啟為期90天的負面催化劑觀察期,其GDR的發行價或顯著折價並會稀釋每股收益。花旗稱GDR可以在上市120天后轉換成A股,GDR潛在的大幅折價會帶來套利交易,可能令A、H股承壓。
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