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《大行報告》大摩料阿里(09988.HK)、京東(09618.HK)、網易(09999.HK)及新東方(09901.HK)率先受惠「互聯互通」擴大
阿思達克 11-25 09:54
大摩發表的研究報告,預期阿里(09988.HK)、京東(09618.HK)、網易(09999.HK)及新東方(09901.HK)將受惠「互聯互通」擴大,早前《星島日報》報道,互聯互通南向交易將拓展至在港第二上市的企業及生物科技公司,估計消息將在今日施政報告中公布。

該行估計首批將包括阿里、京東、網易及新東方,因為相關企業撇除二次上市因素已符合南向納入條件,料公布後即可交易,而另外四家包括是百勝中國(09987.HK)、中通快遞(02057.HK)、華住集團(01179.HK)及再鼎醫藥(09688.HK)則有望在新規實施或12月7日被納入,因為恆指公司於11月13日宣布將其納入恆生綜合大中型股指數,所以如規則正式推出將符合南下資格。該行又估計萬國數據(09698.HK)及寶尊電商(09991.HK)如可在下輪指數檢討被納入,則有望在2021年3月符合南向資格。

該行認為消息將利好短中期流動性,長遠而言對香港作為資本市場地位亦有正面作用,該行之前的2021年展望報告亦已預計將第二上市股份納入南向交易,而IPO強勁增長等將帶動流動性。今年以來南向淨流入達770億美元,較去年全年升142%,相信資金流動勢頭有望維持。

長遠而言,該行相信在中美關係緊張的情況下,新措施有望吸引更多企業來港第二上市,並繼續相信隨著赴美上市企業減少,香港及A股市場將有更多活動。(el/u) ~

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