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《大行报告》汇丰研究:港交所(00388.HK)多个有利因素展现 维持「买入」看575元
阿思达克 05-27 14:51
汇丰研究发表的报告指,留意到市场上有数个利好发展,相信有助强化香港连接内地的角色,认为这些结构性利好的发展有望抵销短期日均成交下跌的影响。该行指出近期律政司与内地最高人民法院签署《关於内地与香港特别行政区法院相互认可和协助破产程序的会谈纪要》,相互认可和协助企业破产(即香港一般所指的公司清盘)以及债务重组事宜,上海、厦门及深圳为首阶段的三个试点,该行认为相关发展将强化香港作为投资内地首选地的角色。

另一方面香港金融发展局在5月18日发表题为《振兴香港房地产投资信托基金市场—提升流动性》的研究报告以促进香港房地产投资信托基金市场发展,该行认为房托有助减轻内房发展商的信贷需求,有助在监管环境收紧的情况下去杠杆。另外港交所(00388.HK)行政总裁欧冠升宣布LME将推出四种金属合约以支持可持续发展,包括是用於新能源车的金属。此外5月7日就跨境理财通的谘询文件推出,该行料计划快将推出,而港交所可间接受惠资金流入等。

该行维持对港交所「买入」评级,目标价575元不变,认为结构性的利好发展有望抵销次季日均成交下跌的影响,而今年首季新股上市表现亦健康。

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