一文了解券商於港交所(00388.HK)公布季績後最新評級、目標價及觀點
港交所(00388.HK)昨中午公布第三季業績雖勝預期,但港交所(00388.HK)全日股價跌近4%,今早股價回升1.9%報372.4元。港交所公布截至今年9月底止第三季業績,純利33.47億元按年升51.7%,高於本網綜合5間券商預測的中位數31.57億元;每股盈利2.65元。
港交所上季收入及其他收益53.09億元,按年升33.2%。本網早前綜合5間券商預測,預料介乎49.74億元至53.95億元,中位數為51.07億元。而交易費及交易系統使用費達19.15億元,按年增長39.9%。
【季績勝預期 受惠交投旺】
美銀證券表示,港交所第三季純利錄史上新高,主要期內港股交投強勁(達9.1萬億元),即港股上季日均成交額達1,410億元(按年升83%及按季升24%),決定上調對其目標價由390元升至398元,重申「買入」評級。
野村指,受惠於現金市場交易活動增加,及日均交易額按年上升83%至1,410億元推動核心收入增長39%,港交所(00388.HK)今年第三季純利按年強勁增長52%至33億元,較該行預測高4%。該行上調港交所股份目標價,由435.3元升至462.9元,評級維持「買入」。
本網最新綜合7間券商其投資評級及目標價:
券商│投資評級│目標價(港元)
野村│買入│435.3->462.9元
瑞銀│買入│460元
摩根士丹利│增持│430元
花旗│買入│420元
美銀證券│買入│390->398元
匯豐研究│持有│350->348元
高盛│沽售│342->335元
--------------------
觀點│
野村│上季互聯互通及新股上市表現強勁,季績輕微高預期
瑞銀│季績表現強勁符預期,推MSCI A股指數期貨具建設性
摩根士丹利│第三季營業額強勁,上市及投資業務收入勝預期
花旗│季績表現強勁,對MSCI A股期貨充滿希望
美銀證券│第三季淨利潤勝預期,料新股上市活動可支持交投增長
匯豐研究│螞蟻IPO暫停後,短期正面因素減少
高盛│第三季投資收益勝預期,惟核心收入未達預期
(ta/w)
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