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《大行报告》大和:蚂蚁集团估值若达2,250亿美元 料相当市销率及市盈率各逾11倍及40倍
阿思达克 08-26 10:24
阿里巴巴(09988.HK)(BABA.US)旗下金融科技旗舰蚂蚁科技集团已向港交所(00388.HK)递交上市申请,大和发表报告表示,据蚂蚁集团初步招股文件显示今年上半年收入达725亿人民币按年升38%、期内纯利219亿人民币按年大增10.5倍,指公司为内地独特及第一大的支付服务商,料未来随着金融夥伴增加,公司在数位金融收入可望提升。

该行指,蚂蚁集团截至今年6月底止12个月期间,通过平台完成的中国内地总数字支付交易规模达到118万亿人民币,在内地第三方数字支付交易市场份额约44.7%;蚂蚁集团旗下支付宝APP服务超过10亿用户和超过8,000万商家,支付宝APP月度活跃用户达7.11亿户。

大和称,假设市场对蚂蚁集团估值达2,250亿美元(约1.74万亿港元),料估值相当对其未来12个月的预测市销率及市盈率各11.1倍及40.8倍。

此外,据蚂蚁集团初步招股文件显示,阿里巴巴目前通过子公司於蚂蚁科技持股约32.65%。

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