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《大行報告》瑞銀下調港交所(00388.HK)目標價至604元 評級「買入」
阿思達克 04-29 09:51
瑞銀發表報告指,港交所(00388.HK)首季核收入大致與市場交投量相符,投資收入因低息環境疲弱,A股期貨及第二上市納入港股通仍未有進展,惟相信中國「十四五」規劃對本港作為離岸金融及風險管理中心的定位有長期支持作用,為其衍生產品及ESG(環境、社會及管治)業務造就機遇,市場亦將關注債券通南向通何時推出。

該行下調港交所今年稅後利潤預測,以反映投資表現,目標價自615元下調至604元,此相當預測2022年市盈率40倍,認為現價尚未完全反映新經濟股份增加及市場擴張對流動性的正面影響,維持「買入」評級。

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