《大行报告》花旗料港府拟升股票印花税率 或影响港股成交一成 削港交所股盈5%
花旗发表报告表示,港府拟提交法案上调股票印花税税率,由现时买卖双方按交易金额各付0.1%提高至0.13%,料此举将降低港股波动性,或影响港股成交一成 削港交所每股盈利约5%。
该行估计量化基金(Quant Fund)占港股目前日均成交量约10%至20%,若计及上调股票印花税率30个基点,将令总体交易成本上升6%至15%,假设日均成交量有类似降幅,料港交所每股收益可能下降3%至7%。
就港交所公布去年第四季纯利29.3亿元,按年升48%(按季跌13%),高於市场原预期5%,指其投资收益强劲录7.45亿元,指业绩稳固,维持对其「买入」评级及目标价575元。
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