恆指公司:認定阿里巴巴(09988.HK)必然染藍言之尚早
恆指公司早前公布容許採取以同股不同權(WVR)及第二上市形式掛牌的上市公司,成為恆生指數及國企指數成份股。恆指公司於網誌內表示,是次諮詢結束後,阿里巴巴(09988.HK)顯然在有機會染藍的新星中最為矚目。
以港交所5月數據來看,阿里巿值達4.2萬億元,每日成交額逾40億元,為本地規模最大及其中一間成交最活躍的上巿公司。其實早於阿里巴巴回歸香港上巿之前,恆指公司已收到不少市場查詢,有關阿里巴巴是否具備資格成為恆指成份股。但由於當時尚未就上巿形式放寬限制,故阿里巴巴一直不在考慮之列。
至於阿里巴巴的美國存託股於2014年在紐約交易所上巿,及至去年才依據港交所於2018年才引入的上巿規則第19C章在香港第二上巿。
雖然恆指即將於8月的季檢開始考慮納入WVR及第二上巿公司,但現在便認定阿里巴巴必然染藍始終言之尚早。恆指顧問委員會將對恆指公司提供之各候選公司進行分析,經仔細商討後方可敲定最後的恆指成份股變換決定。
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