《大行報告》匯豐研究:港交所(00388.HK)多個有利因素展現 維持「買入」看575元
匯豐研究發表的報告指,留意到市場上有數個利好發展,相信有助強化香港連接內地的角色,認為這些結構性利好的發展有望抵銷短期日均成交下跌的影響。該行指出近期律政司與內地最高人民法院簽署《關於內地與香港特別行政區法院相互認可和協助破產程序的會談紀要》,相互認可和協助企業破產(即香港一般所指的公司清盤)以及債務重組事宜,上海、廈門及深圳為首階段的三個試點,該行認為相關發展將強化香港作為投資內地首選地的角色。
另一方面香港金融發展局在5月18日發表題為《振興香港房地產投資信託基金市場—提升流動性》的研究報告以促進香港房地產投資信託基金市場發展,該行認為房託有助減輕內房發展商的信貸需求,有助在監管環境收緊的情況下去槓桿。另外港交所(00388.HK)行政總裁歐冠昇宣布LME將推出四種金屬合約以支持可持續發展,包括是用於新能源車的金屬。此外5月7日就跨境理財通的諮詢文件推出,該行料計劃快將推出,而港交所可間接受惠資金流入等。
該行維持對港交所「買入」評級,目標價575元不變,認為結構性的利好發展有望抵銷次季日均成交下跌的影響,而今年首季新股上市表現亦健康。
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