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《大行》高盛料阿里健康(00241.HK)股價將現短期波動 維持「中性」評級
高盛發表研究報告指,阿里巴巴(09988.HK)(BABA.US) 宣布發行逾120億元零息可交換債券(CB),可用於交換為阿里健康(00241.HK)股份,初始轉換價相當於每股阿里健康股份6.23元,較其前收市價溢價37.8%。高盛估算,若全數轉換,將相當於19.26億股阿里健康股份,佔其已發行股本約12%,是次發債或導致阿里健康股價短期波動,但同時亦會增加阿里健康股份流通量。 高盛指,阿里健康與阿里集團的業務合作維持不變,仍是集團生態系統中推動「AI+醫療」產業轉型的重要一員,維持其「中性」評級,目標價4.1元。但根據當前風險回報水平,該行更偏好京東健康(06618.HK)多於阿里健康。
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