《大行報告》港交所(00388.HK)投資評級及目標價(表)
港交所(00388.HK)將於下週四(24日)公佈去年業績,受惠於港股去年總成交額達41.18萬億元創新高及滬深港通成交活躍,抵銷了投資收益淨額下跌部份影響。
本網綜合15間券商預測港交所2021年純利料介乎123.65億至134.79億元,較2020年同期115.05億元,按年上升7.5%至17.2%;中位數125.82億元,按年升9.4%。摩根士丹利昨報告指,低息環境料拖累港交所上季投資收益淨額表現,但指看好其成本控制紀律,並關注港交所未來三大因素包括本港新股上市活動、在內地互惠基金銷售趨勢及企業利趨勢。
下表列出15間券商對其投資評級及目標價:
券商│投資評級│目標價(港元)
高盛│買入│590元
中金│跑贏行業│580元
瑞銀│買入│575元
裏昂│買入│574元
中信建投│買入│553元
摩根大通│增持│540元
中信證券│增持│537元
野村│買入│531.1元
美銀證券│買入│529元
華泰證券│增持│516元
摩根士丹利│與大市同步│505元
瑞信│中性│502元
匯豐環球研究│持有│485元
招商證券國際│中性│465元
花旗│沽售│400元
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