野村:予港交所(0388.HK)目标价309港元 评级“买入”
野村发表报告称,港交所(0388.HK)提购伦交所,是向全球连接迈进一步,给予目标价309港元,评级“买入”。
野村认为,两间交易所合并的建议,会为港交所及伦交所提升价值,因为业务在地理和产品服务方面具有高度互补性,将连接西方金融市场和东方新兴金融市场,特别是中国市场,包括固定收益和货币以及跨时区以美元,欧元和人民币计价的股票和衍生品等边境金融资产。
但野村还称,目前交易成功的可见度有限,因为交易仍处于非常早期阶段。
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