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高盛:升港交所(0388.HK)目標價至255港元 評級“中性”
格隆匯 01-14 14:35
高盛發表報告表示,港交所(0388.HK) 短期內有三大利好因素,包括香港經濟復甦帶動港股成交;MSCI中國A股指數期貨有望推出;以及在美國上市的中國ADR來港第二上市的需求增加等,不過相信上述因素已在股價反映,故維持“ 中性 ”評級。
報告補充,若港交所成功推出MSCI中國A股指數的期貨合約,將有助提升其2020年每股盈利5%至8%,又指自2014年與內地股市開始互聯互通下,港交所股價已反映了對雙方未來形式之合作的利好因素。高盛上調港交所2020至2022年每股盈測介乎3%至8%,目標價升6%,由240港元升至255港元,相當於今年預測市盈率32倍。

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