《大行報告》高盛下調港交所(00388.HK)目標價至390元 評級「買入」
高盛發表報告指,港交所(00388.HK)昨日(19日)舉行了第三季業績後簡布會,重點包括港交所作出更多上市改革,就特專科技公司上市制度刊發諮詢文件,新規則一旦實施,將適用於五個專業技術行業之一的公司。此外,行政長官李家超在《施政報告》亦提到港交所可考慮重振創業板。
在內地資本市場進一步開放方面,該行稱管理層強調中證監上個月發表的公告,外國公司或符合南向通的資格,而北向通可能會進一步擴大,加上推出南向通人民幣雙櫃檯及可能在港推國債期貨。
因應第三季業績,高盛調整港交所今年至2025年每股盈利預測,分別升1%、降3%、降3%及降1%,股份目標價由398元調低至390元,評級維持「買入」。
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