《大行報告》摩通上調港交所(00388.HK)目標價至570元 維持「增持」評級
摩根大通近日發表報告表示,上調港交所(00388.HK)目標價由545元升至570元,因對其估值預測延伸至2022年6月,相當於預測2022年及2023年市盈率各37倍及30倍,對比五年平均預測12個月市盈率33.6倍,維持「增持」評級。
該行下調港交所今年每股盈利預測9%,反映今年第二季證券交投(日均成交按季跌28%)及衍生工具(按季跌31%)較預期爲弱,若包括北向交易後料港股2021年至2023年證券日均成交額分別爲3,190億、4,550億及5,930億港元,若撇除北向交易料港股於2021年至2023年證券日均成交額分別1,926.96億、2,218.59億及2,434.97億港元。
摩根大通表示,對港交所2021年至2023年每股盈利預測較市場同業分別高出2%、16%及21%。
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