瑞銀:維持華泰證券(6886.HK)“買入”評級 目標價19.4港元
瑞銀髮表報告表示,中金公司(3908.HK)
日前公佈與第三大股東騰訊控股(0700.HK)
全資附屬騰訊數碼成立一家合資技術公司,註冊資本為5億元人民幣。中金在電話會議中提及,新技術合資公司將主要幫助改善中金公司目前的財富管理系統;中金可能會從騰訊龐大的客户羣中獲得新客户等。
該行相信,科技基建的發展對中資券商愈益重要,亦看到監管機構支持券商進行科技系統開發,包括允許建立金融科技子公司以及任命首席信息官等。該行相信業務規模較大和資產負債表更強的券商,將有更多能力投資於資訊科技開發,從而進一步區分。
瑞銀認為,於中資券商股中,持續首選華泰證券(6886.HK)
。在科技方面投資,華泰證券每年投資約10億人民幣於財富管理平台,相信其機構平台以及與股東阿里巴巴的潛在協同效應仍未得到充分重視。維持華泰證券“
買入
”評級,目標價19.4港元。
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