摩通:升港交所(0388.HK)目標價至315港元 評級“增持”
摩通發報告稱,升港交所(0388.HK)目標價26%,由250港元升至315港元,等同2020年底市盈率約37.3倍,重申“增持”評級。
該行稱,由於預期港股交投將持續改善,包括現貨及衍生產品等,風險減少,維持看好港交所。而個別股份推動力則包括,在美國上市中概念在港作第二上市,以及發行MSCI A股期貨等,在上述各種情景下,港交所每股盈利及倍數均應該會上升。至於早前退出收購倫敦證券交易所,令公司股份自2019年9月份起,累升已升21.7%,現時市價為預測市盈率33.1倍,略高於5年平均市盈率31.6倍。

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