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摩通:美團(3690.HK)有機會獲快速納入恆指
格隆匯 10-15 11:29

摩通發表的研究報告指,美團點評(03690.HK)在去年第四季至今年第三季的市值排名香港上市公司中第15位,根據恆指規則有機會獲快速納入恆指,而下一次恆指季檢將於11月8日收市後公佈結果,並於12月6日收市後生效。該行指出美團是屬於IT行業,相關行業現時在恆指中未有足夠的代表,由於恆指重視行業比例,故認為其納入機會增加。

該行指出美團已是很多主要指數的成份股,但由於上市時間不長所以未被納入恆指,除非公司市值夠大可作快速納入,否則一般而言恆指要求公司上市最少兩年。另外由於美團沒有派息,故不符納入國指要求。

該行指出假如被納入恆指,估計美團權重將為3.61%,料觸發11億美元被動資金,相當於9,700萬股,是過去日均成交額3.9倍。另一方面,恆指或有機會剔出瑞聲科技(02018.HK)以維持成份股數目在50只。

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