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《大行报告》大摩料阿里(09988.HK)、京东(09618.HK)、网易(09999.HK)及新东方(09901.HK)率先受惠「互联互通」扩大
阿思达克 11-25 09:54
大摩发表的研究报告,预期阿里(09988.HK)、京东(09618.HK)、网易(09999.HK)及新东方(09901.HK)将受惠「互联互通」扩大,早前《星岛日报》报道,互联互通南向交易将拓展至在港第二上市的企业及生物科技公司,估计消息将在今日施政报告中公布。

该行估计首批将包括阿里、京东、网易及新东方,因为相关企业撇除二次上市因素已符合南向纳入条件,料公布後即可交易,而另外四家包括是百胜中国(09987.HK)、中通快递(02057.HK)、华住集团(01179.HK)及再鼎医药(09688.HK)则有望在新规实施或12月7日被纳入,因为恒指公司於11月13日宣布将其纳入恒生综合大中型股指数,所以如规则正式推出将符合南下资格。该行又估计万国数据(09698.HK)及宝尊电商(09991.HK)如可在下轮指数检讨被纳入,则有望在2021年3月符合南向资格。

该行认为消息将利好短中期流动性,长远而言对香港作为资本市场地位亦有正面作用,该行之前的2021年展望报告亦已预计将第二上市股份纳入南向交易,而IPO强劲增长等将带动流动性。今年以来南向净流入达770亿美元,较去年全年升142%,相信资金流动势头有望维持。

长远而言,该行相信在中美关系紧张的情况下,新措施有望吸引更多企业来港第二上市,并继续相信随着赴美上市企业减少,香港及A股市场将有更多活动。(el/u) ~

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