摩根士丹利发表研究报告指,阿里巴巴(09988.HK)宣布出售所持的高鑫零售(06808.HK)股权,每股作价1.38港元,若透过递延结算方案则最高可收取每股1.58港元,远低于上个交易日收市价2.48港元,因此预料高鑫股价将有负面反应。但大摩亦指出,由于高鑫零售的每股资产净值为2.5港元,或可能在作价之上找到支持。若交易完成后将触发强制性要约,非阿里股东若接受要约,视乎高鑫2028财年...
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