高盛:升港交所(0388.HK)目標價至228港元 LME自2015年來首次上調交易費
高盛發表研究報告指,倫敦金屬交易所(LME)自2015年來首次上調交易和清算費近8%,將會於2020年開始。最新數據顯示,今年第三季衍生品每日平均成交量(DDAV)為61.7萬公噸,按年跌1%,較2014年第四季低約10%。
該行預期,LME在2020年至2022年預測平均交易量增加近5%及計入近8%的整體收費增加。因此,高盛將港交所(00388.HK)2020年至2022年每股基本盈利預測調高近1%,分別為7.24元、7.76元及8.41元。同時將目標價由225港元升至228港元,維持“中性”評級。
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