《大行報告》瑞銀:債券通「南向通」爲港交所(00388.HK)提供進一步擴展產品機遇
瑞銀髮表報告指,中國人民銀行與香港金管局聯合公佈債券通「南向通」將於今年9月24日啓動,爲中國債券市場的主要裏程碑。雖然初期設有投資額度及投資者資格要求,但該行認爲於更長期有放寬空間。
該行表示,雖然並不預料債券通「南向通」會對港交所(00388.HK)短期收入有重大影響,但認爲「南向通」的推出可爲集團提供進一步擴展產品的機遇,包括在固定收入及貨幣相關衍生產品等方面,以配合投資者在風險管理上的需求,屬長期催化劑。
瑞銀維持對港交所股份「買入」評級,目標價592元,相信集團在中國互聯互通和收入多元化的策略將繼續支持增長,而此並未被完全反映。
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