《大行報告》摩通:港交所(00388.HK)擊敗新交所奪MSCI期貨合作 料三年內可提升股盈預測最多15%
摩根大通發表告表示,新加坡交易所早上宣布將於2021年2月以後終止與MSCI亞洲及新興市場期貨及期權合約,MSCI轉以與港交所(00388.HK)宣布合作,相關上市產品達到37隻,該行估計上述消息將令新加坡交易所失去10%衍生工具交易量,拖低收入約5%,料影響將於2021年開始反映。
該行認為,上述消息對港交所影響正面,料未來2至3年可提升其每股盈利預測5至15%,予其「增持」評級及目標價275元。
摩通認為,港交所與MSCI進行合作,將是公司加快多元化發展的重要一步,可發揮與中國內地市聯繫作「橋樑」的作用,料該股短期或可獲市場重估。(wl/a)
~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.