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《大行報告》恆指改革 摩通料6月起至明年中每次季檢六股染藍
阿思達克 03-02 14:51
摩通發表的報告指,恆指公司公布有關恆生指數之優化細節,當中包括明年中將恆指成份股增至80隻,最終目標則增至100隻,該行指出在諮詢文件中恆指公司向投資者詢問將成份股增至65-80隻的意見,不過最終決定採取較進取的做法,將上限升至100隻,但認為恆指成份股很有可能維持在80隻一段時間,而非在明年中以後繼續擴張至100隻。

恆指公司指成份股將自七個行業中選取,該行則指恆指公司做法與諮詢文件比較有輕微調整,當中資訊科技獨立為一個行業,而非與工業合併,另一方面工業則與能源、原材料及綜合企業合為一個行業,公用事業及電訊業亦組成一個新的行業,因此最終出現七個行業,認為有關改變更重視資訊科技、公用事業及電訊股。

另外恆指公司縮短上市歷史要求至三個月,摩通認為新規有助改善恆指的市場代表性、減低複雜性,而三個月的上市要求亦有助投資者管理特別是第二上市的IPO。

至於將所有股份權重上限定在8%,摩通認為來港第二上市的企業如阿里(09988.HK)及同股不同權公司如美團(03690.HK)等現時權重上限為5%,估計這類型股份將受惠今次改變,不過現時權重上限為10%的股份如騰訊(00700.HK)受權重下降困擾。

該行指出到3月12日恆指將有55隻成份股,考慮到到未來五次季檢或有股份被剔除,料每季將有6隻股份被納入、1隻股份被剔出,意味將合共有30隻股份被納入、5隻股份被剔出。該行的分析認為民企股將最為受惠,料將有24隻股份被納入,權重將增11.4%,而紅籌則料會有兩隻被納入,權重跌0.1%,而本地股則料有1隻被剔出,權重料跌8.2%,而H股的數量則維持不變,惟權重將跌3.2%。

按行業劃分,該行料IT將是最大受益者,料將有6隻股份被納入,權重升6.6%,而金融股則最受累,將有1隻被剔除、權重跌8.8%。(el/u) ~

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