一文了解券商於港交所(00388.HK)公布季绩後最新评级、目标价及观点
港交所(00388.HK)昨中午公布第三季业绩虽胜预期,但港交所(00388.HK)全日股价跌近4%,今早股价回升1.9%报372.4元。港交所公布截至今年9月底止第三季业绩,纯利33.47亿元按年升51.7%,高於本网综合5间券商预测的中位数31.57亿元;每股盈利2.65元。
港交所上季收入及其他收益53.09亿元,按年升33.2%。本网早前综合5间券商预测,预料介乎49.74亿元至53.95亿元,中位数为51.07亿元。而交易费及交易系统使用费达19.15亿元,按年增长39.9%。
【季绩胜预期 受惠交投旺】
美银证券表示,港交所第三季纯利录史上新高,主要期内港股交投强劲(达9.1万亿元),即港股上季日均成交额达1,410亿元(按年升83%及按季升24%),决定上调对其目标价由390元升至398元,重申「买入」评级。
野村指,受惠於现金市场交易活动增加,及日均交易额按年上升83%至1,410亿元推动核心收入增长39%,港交所(00388.HK)今年第三季纯利按年强劲增长52%至33亿元,较该行预测高4%。该行上调港交所股份目标价,由435.3元升至462.9元,评级维持「买入」。
本网最新综合7间券商其投资评级及目标价:
券商│投资评级│目标价(港元)
野村│买入│435.3->462.9元
瑞银│买入│460元
摩根士丹利│增持│430元
花旗│买入│420元
美银证券│买入│390->398元
汇丰研究│持有│350->348元
高盛│沽售│342->335元
--------------------
观点│
野村│上季互联互通及新股上市表现强劲,季绩轻微高预期
瑞银│季绩表现强劲符预期,推MSCI A股指数期货具建设性
摩根士丹利│第三季营业额强劲,上市及投资业务收入胜预期
花旗│季绩表现强劲,对MSCI A股期货充满希望
美银证券│第三季净利润胜预期,料新股上市活动可支持交投增长
汇丰研究│蚂蚁IPO暂停後,短期正面因素减少
高盛│第三季投资收益胜预期,惟核心收入未达预期
(ta/w)
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