《大行報告》高盛:若所有中概股僅在港交易 估計港股日均成交提升340億港元
阿里巴巴-SW(09988.HK)公布,董事會已授權公司管理層申請在聯交所主板改變上市地位為主要上市,預期將於今年年底前生效。高盛發表報告指,阿里H股年初至今的日均成交額為55億港元,佔港交所(00388.HK)日均成交的4%,相對於美國上市的成交額比例約為22%。
高盛表示,更多美國上市中概股選擇將香港的上市地位由第二上市轉為主要上市,若所有中概股僅在本港交易,估計港股的日均成交額將提升340億港元,相當於該行2022/2023年現金日均成交預測超過20%。在此情況下,預期最大貢獻佔比(250億港元)將來自目前已在香港上市的中概股。
該行維持對港交所股份「買入」評級及目標價475元。
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