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《專題》匯豐研究對螞蟻集團(06688.HK)估值預測(表)
阿思達克 10-27 16:07
匯豐環球研究於上周五發表報告,指當時按螞蟻集團(06688.HK)(688688.SH)旗下三大業務各分項估值預算計,料螞蟻集團估值可達3,200億美元(折約2.48萬億億港元),並列出對螞蟻集團總體及各業務估值預測:

(1)美元計估值

業務分項│估值(美元)│估值方法

數字支付與商家服務│1,760億美元│較同業市盈率49倍有10%溢價

信貸科技│620億美元│較同業市盈率11倍有15%溢價

理財科技│70億美元│按財富管理同業市率13倍有15%溢價

保險科技│630億美元│按同業市銷率2倍計

創新業務及其他│30億元│按同業市銷率12倍計

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核心業務-合共│2,550億美元│-

策略投資│180億美元│按今年上半年報告計

淨現金│490億美元│預測明年計

扣減少數股東權益│13億美元│預測明年計

按分類加總估值法(SOTP)計總體估值│3,200億美元│-

(wl/t)

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