《大行報告》高盛:若阿裏(BABA.US)雙重主要上市獲批 有助潛在納入港股通
高盛發表研究報告指,阿裏(09988.HK)(BABA.US)公佈已申請轉換爲香港及紐約兩地雙重主要上市,預料今年底前生效。
高盛指出,雖然申請能否獲批仍需要取決於港交所要求及市場條件,但認爲申請獲得批準後,雙重主要上市地位將會爲阿裏帶來潛在的南向通納入及資金流入,同時亦將緩解投資者對ADR退市風險的擔憂,進一步改善流動性並擴大股東基礎。
阿裏將於下週公佈6月底止首財季業績,高盛預測收入將按年持平,其中CMR業務收入料按年跌9%,預期集團整體經調整EBITA按年跌34%至275億元人民幣,中國電商業務經調整EBITA料跌20%至405億元人民幣,並憧憬下半財年盈利增長將改善,維持對阿裏的「買入」評級,H股目標價維持163元不變。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.