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国泰君安料阿里(09988.HK)所持蚂蚁集团估值5,758亿元 相当每股估值11%
阿思达克 08-26 12:10
就阿里巴巴(09988.HK)持股32.65%蚂蚁科技集团已向港交所(00388.HK)递交上市申请,国泰君安近日发表报告表示,蚂蚁集团计划在上海和本港同时双重上市计划,或可提高对阿里巴巴的估值,该行决定上调对阿里巴巴目标价由255港元升至305港元,此相当预测明年非通用会计准则市盈率37.1倍,重申对其「买入」投资评级。

国泰君安指,市场估计蚂蚁集团估值或达2,250亿美元,若最终以此估值落实双重上市,按阿里对蚂蚁集团持股逾32%估算,即阿里巴巴持有蚂蚁集团股权的估值预测可达743亿美元(约5,758亿港元),即相当市场目前对阿里巴巴估值约11%。

该行料蚂蚁集团在上海和本港同时双重上市计划,有助其长远发展,随着支付宝生态圈扩大,有助提升集团的市场份额及收入增长。

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