晨星:蚂蚁集团估值料达3,160亿美元
晨星高级股票分析员谭绮蘅预期,即将中港两地同步上市的蚂蚁集团,估值可达3,160亿美元。她指出,预测蚂蚁依托母公司阿里巴巴(09988.HK)的全球网络效应,未来十年收入年复合增长率可达21%,经营利润率料由去年的20%提升至2029年的30%,考虑到用户及商户基数大,认为其变现率仍有很大提升空间。
近日传出美国拟对中资数字支付平台再施加限制,她认为不会影响到阿里日常营运及蚂蚁的上市计划,解释从早前腾讯(00700.HK)WeChat及TikTok禁令可见,未有限制其与美国企业在内地的合作,而中国科技公司发展重心仍在国内市场,海外收入占比不大,蚂蚁集团海外收入比例仅5%以下,因此现阶段影响属轻微。
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