《大行報告》瑞銀升港交所(00388.HK)目標價至422元 評級「買入」
瑞銀發表研究報告指出,港交所(00388.HK)將於周四(23日)公布去年第四季業績,該行預期其季度稅後純利達30億元,按年增長12%,主要由於市場活動及投資表現復甦。另對港交所2022至2023年盈利預測小幅上調5%,對其2022至2024年的日均成交金額預測提高8%至12%,以反映更好的市場狀況和情緒。
該行認為,港交所投資主題仍在於市場擴張及構成改善、多元化收入及中國互聯互通。而持續擴大互聯互通是值得關注的關鍵催化劑之一。將港交所目標價由405元上調至422元,維持「買入」評級。
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