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《大行報告》野村維持港交所(00388.HK)「買入」評級目標價下調至309元
阿思達克 07-29 10:49

野村發表報告指,由於香港股票市場動力疲弱,包括第二季的日均成交額按季下跌6%,按年計更下跌13%至950億元;恆指在第二季下跌1%,對比首季為上升15%。預期港交所(00388.HK)今年第二季盈利將按季下跌11%,按年計則下跌6%。

不過,該行表示,雖然短期市場有波動,但在其推動上市改革及債券通等措施,使市場流動性改善的情況下,對港交所長期的結構性故事看法不變。

野村下調對港交所今年至2021年的日均成交額預測分別8%、6%及6%,至1,020億元、1,190億元及1,320億元,並因而下調集團今明兩年純利預測5%及2%。此外,股份目標價亦由309.9元輕微下調至309元,評級維持「買入」。

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