高盛:維持港交所(0388.HK)400港元目標價 重申沽售評級
高盛研報指,維持港交所(0388.HK)目標價400港元,並重申沽售評級。預期,未來將有更多在美國上市的內地企業來港進行第二上市,港交所的市盈率因而將有所擴大。雖然目前該類企業對香港交易量的貢獻僅5%,但市場預料有關貢獻將會增加,並將成為香港中期市場交易量的強勁推動力。不過,該行亦強調,除美國回港上市的中概股外的整個市場交易速度處於高水平,顯示出其回到中間週期水平的趨勢,或會抵銷中概股上市帶來的積極影響。
該行又指,中概股持續回港進行第二上市,將推動香港新股集資,而除新股集資外,其他方面的收益前景仍是負面,主要是由於今年市場交易量下降,以及股票印花税税率將有所上調。

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