《大行报告》大摩料港交所(00388.HK)受惠人民币升值和内地进一步开放措施
大摩发表研究报告指,下一步港交所(00388.HK)的升势会来自内地的资金流,包括人民币升值和开放措施所带动,重申「增持」评级,目标价430元。
该行指,公司股价表现今年跑赢恒指约60%,主要受惠中国企业回流,以及内地开放金融市场,相信未来内地资金会继续支持香港国际金融中心地位,以及提供成交量。随着更多资本流入中国内地,加强人民币升值,料内地官方有信心扩大中港两地资金自由流动,从而吸引海外市场的资金流入。
该行又指,虽然近日有黄金周假期,但成交量坚韧,证明资金流入的进展良好,预期港交所第三季盈利按年增43%至31.6亿元,交易收入可以抵销投资收入的下跌。
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