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《大行報告》大摩:李小加提早退任總裁 料港交所(00388.HK)大方向不受影響
阿思達克 09-30 10:41
摩根士丹利發表報告表示,就港交所(00388.HK)公布行政總裁李小加擬今年底提早退任,將轉任高級顧問,戴志堅將出任代理集團行政總裁一事,而戴志堅自1998年加入集團及現時出任港交所聯席總裁及首席營運總監,投資者關注港交所行政總裁繼任者能否繼續成功引領港交所的進一步發展。

該行認為,港交所新任行政總裁將在執行新計劃中發揮至關重要的作用,但該行之前強調的港交所作為國內和國際流動性的「孵化器」(incubator)的方向不會受到影響。

大摩表示,重申對港交所「增持」評級及目標價430元,對其基本情境預測的估值相當於預測明年市賬率11倍,料其預測明年股本回報率30%,估計其股本成本為9%。

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