大行評級 | 大摩:下調港交所(0388.HK)評級至“減持” 目標價降至220港元
格隆匯11月21日丨大摩發表研究報告,預期港交所(0388.HK)資本市場活動包括首次公開募股(IPO)和交易承壓的情況將持續一段時間,因此將港交所投資評級由“與大市同步”下調至“減持”,目標價亦調低13%至220港元。大摩報告指出,港交所存在結構性壓力,因爲“政策聚焦於遏制長期風險,優先發展質量,產業升級,對資本不太友好。”報告指,對外重新開放後所帶來更高的利率和風險,將成短期的疑慮,而具挑戰性的市況也可能推遲來自新收入的機會。大摩在港交所公佈第三季業績後已調低其市盈率預測,盈利預測亦隨之下調。該股現報293港元,總市值3715億港元。

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