中金:料港交所(0388.HK)首季盈利按年跌23%,維持”優於大市“評級
格隆匯4月6日丨中金髮研報指,港交所(0388.HK)將於4月27日公佈首季業績,預期第一季收入50億元,按年跌16%,按季則升6%,扣除投資收入,主業務收入為46億元,按年跌16%,按季升7%,並料盈利為29.6億元,按年跌23%,按季升10%。該行維持其“優於大市”評級,目標價530港元。該行將收入的短期波動歸因於平均每日成交量的變化,然而來自衍生產品、IPO、投資和基金託管的收入部分緩解了盈利波動。
該行又估計,港交所首季投資收入為4.12億元,按年跌12%,按季升2%。該行將其2022年盈利預測下調2%至132億元,維持2023年盈利預測162億元不變。該股現報359.8港元,總市值4562億港元。

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