《大行報告》里昂下調港交所(00388.HK)目標價至460元 評級「買入」
里昂發表研究報告,指恆生指數一個月內跌約22%,雖然大家會聯想到地緣政治緊張,時機是配合,但「沽售中國」的取態或是主因。該行稱,擔心港交所(00388.HK)高度依賴內地互聯網行業,同時持續欠缺新股上市,情況不易解決。
該行稱,LME取消鎳合約交易打擊了投資者的信心,並考慮到部分投資者在中資股美國退市傾向出售美國存託憑證(ADRs),而非轉至本港市場,下調港交所2023年每股盈測4%,目標價由503元下調至460元,但指ADR退市仍有利於未來盈利,重申「買入」評級。
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