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高盛:升港交所(0388.HK)目標價至260港元 評級“中性”
格隆匯 02-11 13:18
高盛發表報告表示,港交所(0388.HK) 自2018年進行上市改革以來,新經濟的公司數量有所增加,但即使在過去三年中,新經濟股上市數量僅略微超過傳統經濟股,惟恆生指數仍然是以傳統經濟股為主導。而於今年1月13日,港交所發諮詢文件,諮詢市場是否同意恆生指數納入同股不同權及第二上市公司,包括阿里巴巴(9988.HK) 、美團(3690.HK) 及小米(1810.HK) 等,該行預期,若上述新經濟股獲納入恆指,可將新經濟股佔恆指每日成交之比例由20%提升至34%。
報告又指,整體現金股票交易量的組合略好,新經濟股及傳統經濟股約三七比,但更重要的是,新經濟公司每日平均成交額增長較傳統經濟股為快。該行將港交所2019至2021年每股盈利預測上調1%,以反映1月份成交量好過預期,因此目標價相應由255港元升至260港元,維持“ 中性 ”評級。

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