港交所(00388.HK)20天线获支持升幅扩至5.5%曾越274元 获大摩升价至310元
中美因港版国安法和新冠病毒来源等问题紧张局势升温,继京东拟来港作第二上市外,可能令更多在美上市的中概股步阿里/京东後尘来港作第二上市,加上大摩升港交所(00388.HK)目标价至310元,该股承上周五随大市回吐结束五连涨势,今天进一步跌至255元,守稳20天线(254.4元)半日倒升重越10天线(259.8元)後,下午升幅扩大,最高见274.2元,现造273.2元,倒升5.5%,成交1,321万股,已接近上周五全日成交量,涉资35.24亿元
大摩指港交所可受惠部份中长远收入增长动力,包括更多潜在的ADR上市计划、衍生工具交易增长、上市费用增加及更多国内资金流入等,都有助收入预期有1倍的增长。虽然上述项目的实施期仍未确定及有限制,但相信港交所长远仍可受惠,故决定上调目标价升15%至310元,重申「增持」评级,以反映上调今明两年每股盈测9%及11%。
恒指收复曾续挫410点至25,519两个月低位的所有失地,倒升22点,报22,952,成交额1,125亿元。
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