《大行報告》大摩上調港交所(00388.HK)目標價至253元 評級「減持」
摩根士丹利發表報告指,即使出口及投資承壓,但內地經濟重開速度較預期快,消費復甦可支撐經濟逐步復甦,故將港交所(00388.HK)今年日均成交量(ADV)預測上調約爲1,270億,明年則爲1,500億元。
但該行指,本港IPO數量低迷及利率較高或仍然會打壓市場對港交所溢價估值。該行將港交所今年及明年每股盈測分別上調至8.9%及8%,並將其目標價由220元上調至253元,相當於預測2024年市盈率23.7倍,維持「減持」評級。(ca/w)
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