《大行報告》美銀證券降港交所(00388.HK)評級至「中性」 目標價下調至529元
美銀證券發表報告指,港交所(00388.HK)上半年純利為66億元,按年增長26%;收入則按年上升24%,主要是受到整體市場成交按年提升58%至23萬億元,令交易費用增加24%,以及清算費用增長34%所推動。
該行將港交所評級由「買入」降至「中性」,目標價亦由549元降至529元,指其估值現相當於其明年預測市盈率達38倍,接近歷史範圍的高位。加上科技股成交下降令大市成交缺乏強勁催化劑,和南向資金流入維持穩定,而且中國內地對上市及科技的收緊影響中性,並不如市場預期般正面。
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