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《大行報告》大摩:支付寶變更爲無實際控制人 對阿里巴巴(BABA.US)股價屬正面催化劑
大摩發表評級報告指,人民銀行同意將螞蟻集團旗下支付寶變更爲無實際控制人,標誌早前公佈的企業重組取得實質進展。該行認爲,這消息對阿里巴巴(BABA.US)股價屬正面催化劑,並視爲螞蟻集團就架構重組邁向一大步。 該行認爲,免除任何控股股東不單止可令螞蟻集團營運模式更加透明及規範,而且可以減輕集中風險。該行又指,這意味着針對螞蟻集團的監管壓力開始放緩,有助進一步改善管理,這或利好集團最終上市的潛在機會。 該行給予阿里美股目標價爲90美元,其評級爲「與大市同步」。(ca/cy) ~
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