《大行報告》中金升港交所(00388.HK)目標價10%至400元 評級「跑贏行業」
中證監、香港證監會隔晚(19日)發布聯合公告,原則同意兩地交易所進一步擴大股票互聯互通標的範圍;滬深交易所表示,後續將會同相關各方抓緊修改完善相關業務規則,完成標的擴容相關的業務和技術準備工作,以確保相關方案順利落地實施,預計相關準備時間約三個月。
中金發表報告,指考慮內地積極政策頻現、中概股審計進展積極、美聯儲利率拐點或漸近提振市場情緒,上調港交所(00388.HK)2022及2023年盈測各6%及10%,至分別101.5億及126.3億港元;上調目標價10%至400元,相當於預測明年市盈率40倍,維持「跑贏行業」評級。
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