中金:维持港交所(0388.HK)“跑赢行业”评级 目标价294港元
中金公司发表报告表示,港交所(0388.HK)完成对伦交所要约收购的机率很低,但当前要约尚未正式结束,不确定性仍存。该行认为,目前尚不确定港交所是否会在伦交所股东大会后,给予更具吸引力的要约或采取其他进一步措施,港交所短期经营将保持稳定,但考虑该要约引发的不确定性,需注意公司短期股价波动风险,维持港交所“跑赢行业”评级,目标价294港元。
报告表示,大型兼并收购交易的初期被收购方说不同意是比较常见的情况,但此次伦交所语气非常强硬,并对两者合并的多个要素都表示高度质疑。伦交所董事会公告拒绝该项要约,但按规则伦交所仍需在1个月后召开股东大会就接受港交所的要约或继续Refinitiv收购计划进行投票表决。
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