《大行報告》高盛升港交所(00388.HK)評級至「中性」 目標價上調至495元
高盛發表的研究報告指,香港交易所(00388.HK)在內地企業來港上市方面的成功,加上內地企業在外上市特別是面對美國方面的監管增加,估計將令香港作爲上市首選地的地位提升。該行相信相關因素已反映在市盈率倍數提升上,加上近期在監管上的發展,估計港交所中期盈利前景將更明亮,意味市場將以港交所的中期表現而定價,於是該行引入對港交所2024-25年的盈利預測,並將2021-23年每股盈測升1%,目標價由400元升至495元,評級由「沽售」升至「中性」。
該行的團隊認爲,往後內地ADS方面的監管不確定性將增加,令在港第二上市或雙重第一上市及/或科創板上市成爲唯一可行及合理的選擇,該行對地緣政治發展未有特定取態,但在三個虛構情景下,港交所上市方面的潛在上行勢頭將持續,並被視爲企業上市地點。(el/k) ~
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