港交所(00388.HK)續升逾3%再創上市新高 股價高見332.2元逼近摩通目標價
人行擬於粵港澳大灣區開展「跨境理財通」業務試點,中金認為長期利好港交所(00388.HK),加上摩通昨天調高港交所目標價13%至340元,該股承過去兩天逆市續升勢,今天股價再突破上周三所創上市高位321.8元,最高見332.2元,現造330.6元,續升3.3%,成交達636萬股(已超過昨天全日成交量569萬股),涉資20.91億元。
人行公布將於粵港澳大灣區開展「跨境理財通」業務試點,正式啟動時間和實施細則有待公布。中金認為,有關措施長期利好港交所。考慮到目前境內外較明顯利差,判斷跨境理財通開通初期「北向通」交易較為活躍。另外,畢馬威早前預計香港交易所上半年共有59宗新股上市,總集資額達873億元,按年增長22%。
摩通昨天表示,港交所作為資金自國際間進出中國之中間人地位再度獲得肯定,該行對其長期盈利增長信心增加,建議投資者繼續持有,直至港交所推出A股期貨等新業務,相信可再度推動股價表現。此外,港交所若推出有關業務,料今明兩年每股盈測將調高5%-15%,故上調港交所目標價13%至340元及重申「增持」評級。
消息指全國人大常委會已全票通過港區國安法草案。美國正式推出針對香港制裁措施,包括停止向香港輸出軍用設備兼收緊對香港出口軍民兩用技術限制,以及暫停豁免香港出口許可等特殊待遇。另外,本月5月出口和進口貨值按年分別跌7.4%及12.3%遜於市場預期。恆指扭三連跌,今早最多彈297點,高見24,598,現造24,499,僅彈198點或0.8%(跑輸澳紐星韓日股及深成升1.3%-1.9%),成交額578億元。
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