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《大行報告》花旗下調港交所(00388.HK)目標價至435元 評級「中性」
阿思達克 12-06 10:59
花旗發表報告表示,對於滴滴出行稱啟動紐交所退市工作及準備在港上市的事宜,從表面上看,港交所(00388.HK)似乎是中國證監會離岸上市制度改革的贏家,但市場可能低估了中概股從美國潛在退市的下行風險,包裝市場氣氛疲弱導致港交所日均成交額下降,10月及11月日均成交額下跌至1,300億元,加上大型新經濟股因估值受壓和市場波動延遲上市,同時也面對內地交易所作為首選上市地點的競爭。 該行補充,基於近期成交疲弱及預料未來數年交投量會下跌,將港交所每股盈利預測下調4%至5%,目標價由475元降至435元,維持「中性」評級。
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