《新股表現》阿里(09988.HK)收187.6元高上市價6.6% 每手賬面賺1,160元
阿里巴巴(09988.HK)首日掛牌,股價高開6.3%報187元,最多升7.7%至189.5元遇壓,曾回順至187元,全日收187.6元,較上市價176元,高11.6元或6.6%,市值超過4萬億元,取代市值逾3.2萬億元騰訊(00700.HK),成為本港最高市值的上市公司;全日總成交量達7,455萬股,涉資近140億元。不計手續費,每手100股,賬面賺1,160元。
麥格理首予阿里目標價224元及「跑贏大市」評級,該行認為阿里在港上市可擴大機構投資者資金池及股價一旦出現調整將是良好買入機會。
阿里巴巴為內地電商巨擘及全球最大的零售商業體,其業務包括核心商業、雲計算、數字媒體及娛樂及創新業務。股份已於2014年9月在美國上市;是次在港作第二上市合共全球發售5億股,其中2.5%公開發售獲逾41倍超購,已啟動回撥機制佔比增至10%,認購一手中籤率80%;股份以每股176元定價,較在港招股上限188元折讓約6.4%,料集資淨額875.57億元,主要用作促進以下戰略執行,包括驅動用戶增長和提升參與度、助力企業實現數字化轉型,提升運營效率及持續創新。聯席保薦人分別為中金及瑞信。
阿里巴巴旗下一項電商業務曾於2007年在港上市,至2012年獲私有化退市。2013年7月曾傳出集團有意再來港上市,但由於同股不同權架構,不符合當時法規,最終轉往美國上市,股價至今已累漲逾一倍,按上周五於美股收市價計算,阿里市值已接近4,890億美元。
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