Recently, ANT GROUP CO., LTD. has been the most eye-catching "hare" in the Hong Kong stock market, having just spent 2.8 billion Hong Kong dollars to directly control Yuanta Brokerage. $BRIGHT SMART (01428.HK)$ Shortly thereafter, news emerged that the overseas business "ANT International" might be spun off for a separate listing in Hong Kong. Can this combination of "left-hand acquisition + right-hand spinoff" by ANT fundamentally rewrite the past where the IPO was halted in 2020, or even boost the Hong Kong stock market? What impact will this have on investors' wallets, the Hong Kong stock market, and the Internet sector? Let's analyze it in detail!
Alibaba's Shareholders can rejoice quietly! The valuation system may face re-evaluation!
ANT International, as the "overseas favorite child" of ANT GROUP CO., LTD. "overseas favorite child"，With Alipay+, Wanlihui and other cross-border payment strongholds, the business covers 66 countries and regions.Although current revenue accounts for only 20% of the group, it is equivalent to "starting a solo career" after the independent listing. $Alibaba (BABA.US)$ $BABA-W (09988.HK)$As a major Shareholder with a 33% stake, Alibaba will have a new "potential Blind Box" in its stocks, which is expected to bring an increase in valuation.In addition, the acquisition of Yao Cai Securities allows ANT GROUP CO., LTD. to obtain a "full license" as a Hong Kong Brokerage, further perfecting its business layout.
The Hong Kong stock market looks forward to a "leader" as the IPO market may enter a period of explosion.
Recently, the Hong Kong stock market really needs a "lifesaver"! If ANT GROUP CO., LTD. successfully goes public, it will undoubtedly become the "IP..." of the Hong Kong stock market in 2025.