《大行報告》里昂:港交所(00388.HK)聚焦推A股期貨產品 重申「買入」評級
里昂發表報告指,市場對在下月18日推出MSCI中國A50互聯互通指數期貨合約感到雀躍,港交所(00388.HK)管理層在里昂舉行的論壇上表示,對集團的盈利預測不會單單與推出個別產品扣連。里昂重申港交所「買入」評級,目標價687元。
該行引述港交所管理層表示,跨境理財通和債券通對集團盈利直接影響有限,不過由於外幣對沖需求,港交所的衍生工具市場應該可以受惠。不過該行指出,港交所的交易成本比內地和美國高,認為長遠來說需要更低的交易成本來維持競爭力。
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