大行評級 | 花旗:日均成交疲弱使港交所(0388.HK)核心收入受壓 評級“沽售”
格隆匯10月20日丨花旗發研報指,港交所(0388.HK)管理層在電話會議中對低迷的投資情緒聽起來有些悲觀,儘管業務上作多元化以及更高的利率抵銷了部分現貨市場弱勢的影響,但疲軟的日均成交額對港交所的核心收入構成壓力,予目標價260港元及“沽售”評級。花旗表示,展望未來,管理層將繼續專注於戰略重點,包括繼續擴大互聯互通計劃以及上市改革,以增加港交所對新經濟股上市的吸引力,而進入四季度,港交所仍面臨逆風,該行預期現貨市場日均成交額或趨於季節性走弱,而現時港交所旗下倫敦金屬交易所(LME)鎳交易事件正進行獨立調查,相關的法律風險可能會產生廣泛的後果。該股現報256港元,總市值3246億港元。

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