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《大行報告》富瑞料螞蟻集團估值達1,000億美元 騰訊(00700.HK)金融科技板塊估值800億美元
富瑞發表研究報告指出,螞蟻集團擬回購最多7.6%股權,作價對應公司估值約5,671億元人民幣,旨在加強員工激勵計劃,並吸引人才以提升技術能力,並可提高股票的流動性以滿足股東的需求。 至於中證監對螞蟻集團罰款,該行認為有關罰款消除行業不利因素,並釋放阿里(09988.HK)及騰訊(00700.HK)的估值,相信金融科技公司如360金融(QFIN.US)、陸金所(LU.US)及信也科技(FINV.US)亦可受惠。 該行認為,市場對螞蟻估值介乎4,000億至7,000億元人民幣,以阿里持股33%計,最新估值為5,671億元人民幣,相當於阿里(BABA.US)每股美國存託股份約10美元。該行考慮過去幾個月的匯率,對螞蟻估值約為1,000億美元,處於估值區間的高位。騰訊方面,該行估計其金融科技板塊估值約800億美元,相當於每股64港元。
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