《大行報告》港交所(00388.HK)投資評級及目標價(表)
港交所(00388.HK)將於下週三(11日)公佈2021年中期業績,受惠於港股今年首季交投大增(今年首季平均每日成交金額爲2,244億按年升86%;今年上半年證券市場平均每日成交額爲1,882億元按年升60%),但第二季按季有所回落下,本網綜合4間券商預測,港交所2021年上半年純利預測介乎68.32億元至71.4億元,較2020年上半年純利52.33億元,按年上升30.6%至36.4%;中位數70.5億元,按年升34.7%。
綜合3間券商預測港交所2021年上半年收入介乎100.04億元至108.56億元,較2020年上半年收入79.39億元,按年上升26.1%至36.7%。中金指近期小鵬汽車(09868.HK)以雙重上市方式登陸港股引起市場關注,指雙重上市需滿足港交所一般上市要求,但不享有二次上市19C章節下的豁免條款,但是滿足了納入互聯互通的潛在要求,兼且港交所宣佈將全新FINI首次公開招股程序、全面簡化及數字化本港IPO程序,投資者將關注港交所相關業務策略及IPO改革指引等。
下表列出17間券商對其評級及目標價:
券商│投資評級│目標價(港元)
裏昂│買入│696元
中金│跑贏行業│611元
國泰君安證券│增持│598.7元
廣發證券│增持│596.86元
瑞信│跑贏大市│590元
中信證券│增持│573元
摩根大通│增持│570元
安信證券│買入│570元
國信證券│增持│564元
美銀證券│買入│549元
中信建投證券│買入│546元
星展│買入│563元
中國銀河國際│收集│557.4元
摩根士丹利│與大市同步│515元
野村│中性│513.2元
華泰證券│持有│507元
高盛│中性│495元
花旗│中性│490元
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