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銀河聯昌:阿里美團小米有望入恆指取代部分港地產股
格隆匯 07-28 14:58

銀河聯昌發表研究報告表示,恆生公司下月14日將公佈季度評估結果,阿里巴巴(9988.HK)、美團點評(3690.HK)和小米(1810.HK)有望納入,取代一些香港的地產股。

銀河聯昌表示,太古(1972.HK)、信和置業(0083.HK)、長江基建(1038.HK)或會因自由流通市值和成交量較低而被剔除,預計美團和阿里在恆指中的權重將接近或達到5%的上限,而小米可能會在2.5%。

銀河聯昌又指,恆生綜合指數的半年度評估結果將同時宣佈,其變動將影響港股通標的,物業管理和醫療健保股有望納入港股通,莎莎國際(0178.HK)和同仁堂科技(1666.HK)可能會被剔除出港股通。

該行估計,有望納入港股通的物業管理股包括永升生活服務(1995.HK)、建業新生活(9983.HK)、新城悦服務(1744.HK)、寶龍商業(9909.HK)、時代鄰里(9928.HK),而有望納入港股通的醫療健保股包括信達生物(1801.HK)、康基醫療(9997.HK)、海吉亞醫療(6708.HK)、長江生命科技(0775.HK)、恆大健康(0708.HK)。

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