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《大行報告》高盛上調港交所(00388.HK)目標價至441元 受惠股市成交上升
高盛發表報告表示,近期股市成交量持續上升,支持港交所(00388.HK)股價上行,相信今年首季現貨市場帶來的日均成交額(ADT)有所反彈。該行維持對港交所「買入」評級(「確信買入」名單),將目標價由420元上調至441元。 該行指,港股水去年第四季現貨市場ADT按季增長約30%,全年則按年跌1%,與去年首九個月按年跌約30%形成鮮明對比。參考歷史周期,成交量上升周期的上行空間通常持續八個季度。 高盛表示,港交所將於2月23日披露去年第四季業績,高盛料公司上季每股盈利2.29元,按季增長28%,按年升7%,較市場預期高出8%。此外,該行對港交所2022至2023財年的每股盈利預測進一步上調各2%及9%,較市場預期高出17%及10%;該行料港股現貨市場ADT預測各為1,470億及1,620億元,意味著每股盈利存在明顯上升空間。
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