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《大行報告》匯豐研究降港交所(00388.HK)評級至「持有」 目標價上調至405元
阿思達克 07-06 11:54
匯豐研究發表報告,將港交所(00388.HK)評級由「買入」降至「持有」,以反映帶來驚喜的空間收窄。目標價就由400元上調至405元,並將2022年每股盈利預測下調1.7%,2023年至2024分別上調0.3%和0.9%。 報告指,對港交所較高的日均成交額預測被較低的受託人和保管人收入所抵銷。同時提到,目前宏觀經濟環境不太有利日均成交額出現有意義的復甦,因利率上升通常對股票市場不利,或會減少流動性並削弱日均成交額的勢頭。而香港今年的存款增長疲軟,或表明資金流入放緩,反映投資情緒低迷。而根據以往經驗,日均成交額往往與行業存款增長同步。
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