《大行報告》瑞銀:若所有中概股美國退市 料港股成交增加20%至25%
阿里巴巴-SW(09988.HK)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。瑞銀發表報告指,與第二上市相比,在港交所(00388.HK)雙重第一上市應有助股份獲得「港股通」投資者的准入。由於美股有可能退市的地緣政治不確定性,加上有意擴大投資者基礎,該行預計更多中概股將跟隨此做法。
該行重申,若所有中概股在美國退市,估計港股的日均成交額可增加20%至25%,並料可轉化成10%至15%的收入增長,相信中概股回歸有助鞏固港交所在吸引更多中國離岸上市的地位。
瑞銀維持對港交所股份「買入」評級,目標價480元。
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