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《大行報告》大摩下調港交所(00388.HK)目標價至430元 評級「與大市同步」
阿思達克 03-08 09:59
摩根士丹利發表報告,因應港交所(00388.HK)年初至今的經營情況,調整對其預測,將集團今明兩年每股盈利預測分別下調13.1%及14.6%,主因預測日均成交額降低約15%,及投資收益減少。最新預期港交所今年至2024年每股盈利分別11.05元、13.11元及14.89元。 大摩同時將港交所股份目標價由505元降至430元,評級維持「與大市同步」,認為雖然港交所仍有長期機會,但短期的周期性因素進一步惡化,其年初至今日均成交額為1,290億元,較去年下跌約23%,主要由於交易速度下降、市值增長放緩,及在全球不明朗下潛在IPO減弱。
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