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《大行報告》中信証券升港交所(00388.HK)評級至「買入」 目標價上調至425元
中信証券發表報告,指港交所(00388.HK)政策因素回暖的確定性大幅提升,衍生品活躍度和互聯互通擴容進度轉暖,預計港交所2022年日均成交額預測上調至1,480億元,上調評級至「買入」,目標價上調至425元。 中信証券認為,互聯網平台龍頭今年第二季業績承壓預期較為充分,預期隨著「政策底」轉向「業績底」,港交所日均成交額回升趨勢有望持續,而隨著市場情緒及估值回暖,處於管線中的新股也可加快集資進程,提供新的增量。 中信証券表示,若可進一步拓寬港股通南向投資標的,則有望通過從北向南引入流動性,提升港股交投量,衍生產品交易延續今年第一季強勁勢頭,持續表現活躍。該行將港交所2022年、2023年、2024年歸母淨利潤預測分別由115億元、136億元及157億元,上調各至119億元、152億元及178億元。
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