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《大行報告》匯豐研究升港交所(00388.HK)評級至「買入」 目標價下調至400元
阿思達克 03-10 09:36
匯豐研究將港交所(00388.HK)評級由「持有」升至「買入」,目標價則由442元下調至400元,以反映更保守的市場假設,該行表示,現時有強勁的上市需求被壓抑、更利好的監管制度和利率支撐、以及具韌性的日均交易額(3月至今日均成交額達1,490億元,對比過去三個月的日均成交額1,250億元),故認為市場對港交所表現過於悲觀。 該行表示,自去年第四季起,港交所股價下跌31%,跑輸恆指15個百分點,相信市場低估其復原能力及多重積極發展。該行下調2022-24年盈測2.3%、4.3%及5.4%,同期日均交易額預測下調至1,380億元、1,550億元及1,730億元。該行指看到港交所長期戰略潛力,加上其估值已恢復至低於平均水平,預測今年股息收益率增至2.6%。(ca/k) ~
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