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《大行报告》大摩:李小加提早退任总裁 料港交所(00388.HK)大方向不受影响
阿思达克 09-30 10:41
摩根士丹利发表报告表示,就港交所(00388.HK)公布行政总裁李小加拟今年底提早退任,将转任高级顾问,戴志坚将出任代理集团行政总裁一事,而戴志坚自1998年加入集团及现时出任港交所联席总裁及首席营运总监,投资者关注港交所行政总裁继任者能否继续成功引领港交所的进一步发展。

该行认为,港交所新任行政总裁将在执行新计划中发挥至关重要的作用,但该行之前强调的港交所作为国内和国际流动性的「孵化器」(incubator)的方向不会受到影响。

大摩表示,重申对港交所「增持」评级及目标价430元,对其基本情境预测的估值相当於预测明年市账率11倍,料其预测明年股本回报率30%,估计其股本成本为9%。

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