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《大行報告》高盛降港交所(00388.HK)評級至「沽售」 目標價335元
阿思達克 08-25 11:08
高盛發表報告指,港交所(00388.HK)業務獨市,利潤率高且穩定,加上具中期增長因素,於金融板塊而言為吸引投資,尤其是在新型肺炎疫情期間,其他銀行股份正面對業務受阻及資產質素問題。

惟該行認為港交所股價升幅已超越基本因素,並將面對放緩,把其評級自「中性」降級至「沽售」,指中概股回流上市的因素已過度反映,料成交量增長將放緩並在下半年到頂,及現時港交所估值已升至歷史高水平,相信中期增長因素已於現價反映,風險回報比例偏向下行方向。目標價維持於335元。

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