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《大行報告》匯豐研究:螞蟻及獨角獸回A 料中金(03908.HK)最受惠
阿思達克 09-29 09:49
匯豐研究發表研究指,分析螞蟻集團及其他獨角獸上市對A股市場及中國券商的影響後,預期對市場日均成交量影響雖然不大,但相信中金公司(03908.HK)可成為最大受惠者,料為其帶來約22億至30億元人民幣增量收入,佔2019年度收入約54%至70%。

該行指,在螞蟻集團上市後將在更多獨角獸到A股市場上市,例如京東(09618.HK)旗下京東數科等,估計若逾200隻內地獨角獸有一半可在中國上市,該行所監察的8家券商將可獲收入約340億元人民幣,當中中金、中信證券(06030.HK)及華泰證券(06886.HK)將最能受惠,是該行行業首選股,給予「買入」評級,目標價31.6元、28.7元及20.9元。

該行上調2020至2022年內地券商盈利預測約24%至27%,料今年市場日均成交量增長至8,500億元人民幣,並將中金今、明兩年盈利預測上調40%至49%。

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