《大行報告》瑞銀下調港交所(00388.HK)目標價至575元 評級「買入」
瑞銀髮表報告,預期港交所(00388.HK)今年第三季純利將按年微跌5%至32億元,料投資收益減少抵銷交易相關收入上升預期。
該行表示,雖然近期市場有波動,但相信港交所在「互聯互通」上的長期投資主題仍然良好,包括最近推出的MSCI中國A50互聯互通指數期貨及債券通南向通。而未來的長期催化劑則包括其在IPO機會上的獨特定位、潛在南向納入第二上市加權投票權,及推出更多衍生產品。
瑞銀下調港交所股份目標價,由592元降至575元,評級維持「買入」,並調低集團今年至2023年的日均交易額假設8%至9%,盈利預測亦各下調6%,以反映近期的市場因素。
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