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瑞銀:維持港交所(0388.HK)買入評級 升目標價至650港元
格隆匯 02-19 12:49

瑞銀髮表研究報吿表示,港交所(0388.HK)市場擴張及多元化超出該行預期,將2021-22年日均成交額預測上調18-20%,至1930-2300億港元。該行維持其買入評級,目標價由460港元上調至650港元。

瑞銀指,2021年的潛在催化劑包括更多的新經濟股上市、產品多樣化如MSCI A股指數期貨,以及互聯互通計劃的擴展。該行預測其2021-23年的盈利複合年增長率為29%,對比2018-20年為15%。

瑞銀指,2021年至今,香港市場交易額已超過2400億港元,意味著市場速度超過1.02倍,儘管這部分是由南向資金驅動的,但期望潛在的結構性驅動力,包括市場擴張、改善生態系統和更好的市場結構都可支持交易額。

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