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《大行報告》大摩下調港交所(00388.HK)盈測 反映短期疲弱
阿思達克 05-08 10:06
摩根士丹利發表報告指,港交所(00388.HK)公布今年首季業績,如該行早前所言,由於市場波動期間出現拋售,交易量有下行風險。由於市場活動緩慢,預料港交所近期的核心收入會疲弱,而第二季的日均成交量已下跌約20%至約1,000億元。該行維持對港交所今年全年日均成交量970億元的預測,並繼續預期集團今年第四季可見復甦,並於明年有健康增長。

大摩下調港交所今年盈利預測6%,以反映短期疲弱,維持「增持」評級,目標價270元,預期投資收益波動或對集團今年盈利增加壓力。該行又認為,缺乏新舉措及要尋找新行政總裁,可能令投資者需對港交所股份的催化劑更有耐性。

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