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美銀:重申對港交所(0388.HK)買入評級 目標價268港元
格隆匯 05-08 16:27

美銀證券發表研究報告指出,港交所(0388.HK)行政總裁李小加計劃在明年10月底合約屆滿時不再續約。美銀估計,在未來2-3年間,港交所主席史美倫將扮演較重要的角色,相信港交所穩定的核心業務,將繼續支持公司增長,重申買入評級,目標價為268港元。

美銀報告説,李小加宣佈不續任後,港交所股價應聲下跌,反映市場的關注,而過去十年,李小加強化了港交所在內地與世界其他各地的獨特角色,相信其成就可繼續支持港交所發展。美銀預期,港交所的核心業務將保持穩定,其在港的壟斷及區內的獨特地位將支持公司長期增長,估計史美倫在過渡期間將領導港交所,並於未來2-3年間扮演較重要的角色。

報告指,史美倫在1998-2001年間,擔證監會主席,並且於2001-2004年出任中證監副主席,其在中港兩地的知識、閲歷及人脈,將令她有能力在過渡期間帶領港交所。相對於李小加為港交所積極拓展新業務,史美倫過去比較集中於法規和監管事務。

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