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摩通:中概股美國退市或迴流港上市 "增持"港交所(0388.HK)
格隆匯 03-14 13:49

摩通發研報指,由於成交量疲軟、IPO缺乏以及對倫敦金屬交易所(LME)的擔憂,港交所(0388.HK)股價在年初至今下跌了24%,但認為港交所具有優質的業務,短期內有大幅上漲的可能性,其風險與報酬的取捨已變得頗為正面,予目標價470港元,維持“增持”評級。

該行表示,在過去六個月已分別下調2022財年的股票日均成交額及每股盈利預測28%及22%,而LME佔港交所收益約6%,這可能會受益於有色金屬價格波動加劇,又指中概股或於美國退市可能使這些股票流向港交所,估計現時有超過400家在美國上市的內地公司,未有在香港上市,總市值約為1890億美元和日均成交額達19億美元。

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