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《大行報告》港交所(00388.HK)投資評級及目標價(表)
港交所(00388.HK)將於下周三(27日)公布截至今年3月底止首季業績,在受到港股日均成交額下滑(花旗料港股首季日均成交額按年跌35%至1,460億元)、新股上市活動及投資收益疲弱影響下,本網綜合5間券商預測,港交所2022年首季純利料介乎25.66億至29.55億元,較2021年首季純利38.4億元,按年下跌23%至33.2%;中位數29.1億元,按年跌24.2%。 市場關注港交所管理層最新指引,中金指關注港交所短期可能落實的措施包括衍生品假期交易安排、啟動ETF通(擴充互聯互通可交易資產類別)、取消現貨市場節前非交易日安排、推出FINI系統(將IPO打新結算時間由T+5縮短至T+2)等。 下表列出16間券商對其美股評級及目標價: 券商│投資評級│目標價(港元) 瑞銀│買入│531元 中金│跑贏行業│530元 高盛│買入│520元 美銀證券│買入│500元 第一上海│買入│500元 海通國際│優於大市│496.2元 國泰君安│增持│480元 法國巴黎銀行│買入│470元 摩根大通│增持│460元 里昂│買入│460元 華泰金控│增持│450元 摩根士丹利│與大市同步│430元 星展│持有│422元 匯豐環球研究│買入│420元 瑞信│中性│383元 花旗│沽售│310元
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