You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》高盛將港交所(00388.HK)納入確信買入名單 目標價上調至420元
高盛發表報告,指相信港交所(00388.HK)現金股票交易活動上季已觸底,日均成交額約980億元。相比之下,第四季至今約1,200億元,該行預計,2023財年將達到約1,400億元,這是受惠於更好的投資情緒、ADR迴流、「北水」結構性增加和擴大產品平臺。更高的投資收入將進一步推動每股盈利增長,因爲利率上升有利於保證金基金和公司現金的收益率。該行預計,在今年首九個月的每股盈利下降約30%後,第四季度將出現一個拐點,2023財年每股盈利料強勁反彈,增長有望逾30%。該行表示,現貨市場活動的上升週期料持續約八個季度,倘由今年末季起計,料上升週期或會持續到2023及2024財年。 該行指出,港交所的股價受到市場活動減少的負面影響,從去年2月高峯到今年10月時累計回調了約60%。其後,今年11月至今的反彈特別明顯,升幅約爲50%。該行認爲,股票並未反映2023財年或中期收益的上行空間,料2024財年的日均成交量可達1,610億元。 該行將港交所2022至2025財年的每股盈測上調7%,目標價由390元上調至420元,重申「買入」評級,並將其列入確信買入名單。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account