《专题》汇丰研究对蚂蚁集团(06688.HK)估值预测(表)
汇丰环球研究於上周五发表报告,指当时按蚂蚁集团(06688.HK)(688688.SH)旗下三大业务各分项估值预算计,料蚂蚁集团估值可达3,200亿美元(折约2.48万亿亿港元),并列出对蚂蚁集团总体及各业务估值预测:
(1)美元计估值
业务分项│估值(美元)│估值方法
数字支付与商家服务│1,760亿美元│较同业市盈率49倍有10%溢价
信贷科技│620亿美元│较同业市盈率11倍有15%溢价
理财科技│70亿美元│按财富管理同业市率13倍有15%溢价
保险科技│630亿美元│按同业市销率2倍计
创新业务及其他│30亿元│按同业市销率12倍计
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核心业务-合共│2,550亿美元│-
策略投资│180亿美元│按今年上半年报告计
净现金│490亿美元│预测明年计
扣减少数股东权益│13亿美元│预测明年计
按分类加总估值法(SOTP)计总体估值│3,200亿美元│-
(wl/t)
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