《大行報告》高盛料阿里巴巴(09988.HK)未來若「染藍」可獲逾65.9億元被動資金流入
就恆指公司昨收市後宣布,恆指及國指有條件納入同股不同權及第二上市股份,個別成份股比重上限設定為5%,8月份指數檢討起生效。高盛發表報告,相信事件會影響包括阿里巴巴(09988.HK)、美團點評(03690.HK)及小米集團(01810.HK),三股未來可能獲納入成恆指及國指成份股。
該行估計,倘若阿里巴巴、美團點評及小米集團獲納入成恆指及國指成份股,將佔恆指模擬權重(pro-forma weights)各5%、5%及1%,料佔國指模擬權重各5%、5%及2%,料三股會因此引來被動資金流入金額各13億美元(約100.77億港元)、13億美元(約100.77億港元)及5億美元(約38.76億港元),料完成交易日數各需7天、13天及5天。
高盛料,假設阿里巴巴、美團點評及小米集團獲納入成恆指成份股,料三股會因此引來被動資金流入金額各8.5億美元(約65.88億港元)、8.5億美元(約65.88億港元)及2.49億美元(約19.3億港元),料完成交易日數各需5天、8天及3天,並估計騰訊(00700.HK)權重為10%,被動資金流出金額為7.35億美元(約56.97億港元)。(wl/k)
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