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《大行报告》高盛料蚂蚁集团港挂牌可贡献明年交易量7% 维持港交所「中性」评级
阿思达克 07-22 10:50
高盛发表报告表示,港交所(00388.HK)昨日股价抽升近10%,蚂蚁集团公布计划在香港和上海进行挂牌,将为港股今年最大额的新股上市活动,并评估蚂蚁集团来港上市的潜在交投所作出贡献。

该行指,据《彭博通讯社》早前报道,蚂蚁集团计划在本港上市筹集100亿美元资金,目标市值约为2,000亿美元,若应用150%周转速度(基於当前100%的整体市场速度),及科技股的约200%,与历史记录基本一致中显示的中位数/平均值,意味明年可提供约7%的交易量。而蚂蚁集团拟在本港上市筹集100亿美元的资金,相比之下,近期来港挂牌的科技股集资额介乎有50亿至130亿美元,占总体交易量的2至5%。

高盛表示,维持港交所「中性」评级及目标价325元,指其估值已接近历史市盈率高峰水平。

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