網易正式在港掛牌交易,開盤漲超8%,市值達4561.1億港元
36氪獲悉,6月11日港股開盤,網易(09999.HK)正式在香港聯交所主板買賣,上市首日高開8.13%,報每股133港元,發行價為123港元。按開盤價計算,網易市值達到4561.1億港元。
在杭州上市慶典現場,網易公司創始人兼CEO丁磊與8位“熱愛者”一起完成“雲敲鑼”,圖源網易
根據此前公告,網易股票受到投資者熱捧,其香港公開發售股份獲360.53倍超額認購,國際發售超14倍認購。若超額配售股權未被行使,預計募資淨額為209.3億港元(約合27億美元)。網易所募資金將用於推動全球化戰略及機遇、創新及一般企業用途等。
在美國納斯達克上市20年後,網易選擇回港二次上市。網易迴歸港股發生在美國監管不確定性增加、而港交所上市制度改革利好的背景下。
如果參考阿里迴歸後的股價表現,網易股價或將收穫一波不錯的走勢。2019年11月底,阿里正式登陸港交所,其港股股價2個月內一度攀升至227.4的紀錄高點,較發行價(176港元)高出29%。
估值方面,交銀國際6月10日發佈報告認為,網易在港掛牌估值對應2020、2021年分別是22倍及19倍的市盈率,預計其遊戲業務未來3年收入仍能維持15%複合增長率,收入可見性強,予網易目標價140港元。美股週三收盤,網易市盈率為18.11倍。截至發稿,網易港股市盈率為18.85倍。
網易之後,京東將在一週後(6月18日)正式掛牌港交所。此外,百度、攜程等公司此前也傳出回港二次上市消息。華興資本認為,第二上市是“長期故事”,預計未來3至5年內最多約有50至60家中概股來港上市。
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