《大行報告》野村升港交所(00388.HK)目標價至316.5元 料香港可保國際金融中心地位
野村發表報告表示,估計未來將有更多原本在美國上市的中概股前往本港上市,相信會對港交所(00388.HK)帶來適度正面影響,料相關收入將佔其2020年收入少於3%,料每間中概股來港上市交易,港交所可收取新股上市費用65萬元,相關額外上市費用不逾7,200萬元。
該行重申對港交所「買入」投資評級,對其目標價由310.7元上調至316.5元,對公司長遠前景看法正面,因相信公司有能力透過現在商業策略、改革上市制度、及拓展互聯互通業務,而該行亦估計中美貿易衝突升級,料不會傷及香港的國際金融中心地位。
野村輕微上調港股明年日均成交額預測1%至1,410億元,港股2022年日均成交額預測升3%至1,590億元,料推行上市改革可持續提高港股市場的日均成交額。該行料港交所於2020年至2022年每股盈利預測各為8.76、10.4及11.93元。
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