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《大行报告》券商予港交所(00388.HK)投资评级及目标价(表)
阿思达克 08-12 15:44
港交所(00388.HK)将於下周三(19日)公布今年中期业绩,由於第二季交投仍然强劲,据港交所数据上半年港股日均成交额1,175亿元按年升20%、牛熊证平均每日成交额为96亿按年升4%,但新冠疫情令全球股市波动,市场料港交所旗下投资收益按年下滑,本网综合5间券商预测港交所今年上半年纯利介乎49.13亿元至52.01亿元,较去年同期52.05亿元,按年微跌0.08%至跌5.6%,中位数49.94亿元按年下跌4.1%。

市场聚焦中美关系日趋紧张下,未来或有更多中概股、内地新经济企业如蚂蚁集团来港上市,而港股市场亦正进行结构性改革,如允许新经济公司获纳入「蓝筹」等,相信港交所将可受益,投资者将关注港交所未来业务计划及营运展望。

本网表列24间券商予港交所的投资评级及目标价:

券商│评级│目标价(港元)

瑞信│跑赢大市│462元

中金│跑赢行业│446元

摩根士丹利│增持│430元

第一上海│买入│430元

花旗│买入│420元

星展│买入│414元

麦格理│跑赢大市│400元

国信证券│买入│392元

中国银河国际│收集│390.9元

美银证券│买入│390元

瑞银?买入│366元

大华继显│买入│365元

杰富瑞│持有│360.28元

汇丰环球研究│持有│350元

摩根大通│中性│340元

高盛│中性│325元

野村│买入│316.5元

海通国际│买入│298.6元

广发证券│增持│282.1元

中信证券│增持│273元

兴业证券│买入│272.89元

法巴│持有│287元

光大证券│增持│281元

招银国际│持有│254元

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