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需求強勁 阿里巴巴提前半天結束新股認購
格隆匯 11-19 14:18

來源:新浪財經

11月19日消息,多家媒體據消息人士報道,得益於強勁的需求,阿里巴巴提前結束潛在機構投資者對其香港二次上市的新股認購。在此次發行中,阿里巴巴擬籌資134億美元。

新股認購將於美國東部時間週二下午12點結束,比阿里巴巴及其投資銀行顧問最初的計劃提前半天。消息人士稱,這一決定是該公司週一做出的。他們補充説,機構投資者將支付的最終價格仍將在香港時間週三晚間確定,而且這個價格將以週二紐約收盤價為基礎。

有消息人士透露稱,阿里巴巴在香港的134億美元融資獲數倍認購。阿里巴巴發言人拒絕就公司提前結束新股認購的決定置評。

阿里巴巴此次上市是年底股市迎來高潮的重要組成部分,其中還包括沙特阿美石油公司的IPO。沙特阿美設定的上市價格區間對該公司估值最高為1.7萬億美元,低於沙特王儲尋求的2萬億美元。

但這一估值仍使其有望成為全球最大的IPO,如果有足夠的需求促使使用超額配售選擇權,可能會打破阿里巴巴2014年在紐約股市創造的250億美元IPO紀錄。

香港股評人胡孟青認為,阿里目前估值還比較低,阿里巴巴在香港上市會有進一步股價上升空間,正因為如此,在得悉香港上市價沒有折讓後,不少機構大户在美國已經開始屯倉。除了估值拉近之外,即使港股表現繼續不濟,但只要阿里巴巴在美國的股價表現受惠美股向上,兩個市場的套現關係,都會令阿里巴巴香港股價受惠。

“阿里巴巴既代表內地消費、又標誌着內地科技發展,基本上一支阿里巴巴股票,已具備內需、互聯網、雲業務等等幾個主打行業,某程度上就是一隻中國經濟體合體的ETF,”

方正證券首席商貿零售分析師倪華認為,阿里巴巴迴歸港股,更貼近內地市場估值有望提升,對於穩定中國香港市場,提升流動性也將起到正面作用。

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