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高盛:維持港交所買入評級 互聯互通及上市活動成動力
格隆匯 11-03 14:55

高盛發研報指,企業的上市活動和互聯互通最新發展,將成港交所(0388.HK)股價動力,維持該股“買入”評級,目標價為587港元。高盛近日舉辦了投資會議,發現投資者主要關注港交所新監管規則、待上市公司數目、MSCI中國A50互聯互通指數期貨推出及股本證券成交等。

報吿提到,雖然本港監管法規改變,但待上市公司數目仍維持高位,不少發行人均放棄美國上市,轉而取道香港,同時,港交所正就特殊目的收購公司(SPAC)的上市框架進行諮詢,而諮詢即將結束。投資者亦關注港交所的投資收入對利率比較敏感。報吿指,MSCI中國A50互聯互通指數期貨,具成本效益,令對沖工具更多元化,港交所鋭意建立完整的中國產品交易生態系統,故新產品的成敗,仍需時數年確定。

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