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《大行》國證國際:22隻非A+H股份可望成為港股通新貴 當中15隻在今年新上市
國證國際發表研究報告指,恆指公司將於8月22日發布上半年檢討結果,相關變動將於9月8日生效。由於恆生綜合指數的變動將影響港股通名單,其變動受到投資者的高度重視。該行預期,是次檢討將日均市值門檻大幅上升至73.3億港元,而剔出的門檻則上升17.8%至46.3億港元。 該行基於平均市值及換手率兩個指標計算,得出22隻非A+H股份可望成為港股通新貴,當中15隻在今年新上市。該行未有計入東亞銀行(00023.HK),雖然該股的市值達標,但可能因換手率不足而未能重獲港股通資格。 另外,自6月至今,有5個A股在香港主板上市,成為A+H股份。按互聯互通規則,對於新成為A+H的股份,包括本身已是A股而之後在港交所主板上市H股,或本身是H股並在上海或深圳交易所上市,或公司同日上市A股及H股的股份,其H股在價格穩定期結束且相應A股上市滿10個交易日後將調入港股通名單。 該行認為,在非A+H股份中,預期南山鋁業國際(02610.HK)、康耐特光學(02276.HK)、正力新能(03677.HK)、周六福(06168.HK)、泰國椰子水品牌if母企IFBH(06603.HK)、及映恩生物-B(09606.HK)將獲納入,又預期18隻非A+H現有港股通股份,將因檢討期間的日均市值低於市值門檻而被剔出恆生綜指,從而喪失港股通資格。 該行列出潛在港股通新貴如下: 材料 南山鋁業國際(02610.HK) 工業 康耐特光學(02276.HK) 正力新能(03677.HK) 博雷頓(01333.HK) 可選消費 曹操出行(02643.HK) 周六福(06168.HK) 喜相逢集團(02473.HK) 日常消費 藍月亮(06993.HK) IFBH(06603.HK) 滬上阿姨(02589.HK) 中國食品(00506.HK) 醫療保健 映恩生物-B(09606.HK) MIRXES-B(02629.HK) 佰澤醫療(02609.HK) 藥捷安康-B(02617.HK) 腦動極光-B(06681.HK) 信息技術 雲知聲(09678.HK) 地產建築 碧桂園(02007.HK) 匯聚科技(01729.HK) 晉景新能(01783.HK) 該行提及有5隻股份在今年上市,暫未進入港股通的A+H股,將稍後陸續成為港股通標的: 海天味業(03288.HK)(17/7 入通) 三花智控(02050.HK)(21/7 入通) 安井食品(02648.HK)(31/7 入通) FORTIOR(01304.HK)(4/8 入通) 藍思科技(06613.HK)(4/8 入通)
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