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《大行報告》野村下調港交所(00388.HK)目標價至426.5元 評級「買入」
阿思達克 06-13 09:54
野村發表報告指,雖然監管不明朗及宏觀環境動盪,令近期市場情緒疲弱,但由於最近的主要新舉措,預期港交所(00388.HK)作為聯繫內地與全球的「超級聯繫人」的長期前景不變。 不過,該行表示港交所近期疲弱的表現料為今年業績帶來壓力,其第二季至今的日均成交額按年下跌23%至1,180億元,按季則下降19%;上市數據亦持續疲軟,次季至今市場集額額按年下跌75%,當中IPO降90%,第二上市跌62%。 野村因此將港交所今明兩年香港市場日均成交額預測分別下調10%及11%,現時預期今年將按年下跌15%,明年則升14%。該行同時將集團此兩年每股盈利預測調低6.4%及7.7%,估計今年按年下跌6%,明年則升21%。至於股份目標價由441.1元下調至426.5元,評級維持「買入」。
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