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《大行報告》瑞信下調港交所(00388.HK)目標價至350元 料首季淨利潤30億按季持平
阿思達克 04-17 10:12
瑞信發表報告指,預料港交所(00388.HK)今年首季息稅後淨利潤達30億元,而收入則達52億元,按季持平。該行估計港交所今年首季淨投資收益(NII)得益於6個月HIBOR平均較高,以及在股票和債券指數等收益。 該行表示,鑑於內地寬鬆的上市標準和註冊制度,預料發行人將越來越傾向在岸交易;該行將港交所在2023年至2025年每股盈測下調3%至4%,並將其目標價由355元下調至350元,相當於預測今明兩年市盈率各36倍及34倍,維持「買入」評級。 瑞信指,港股今年首季日均成交額1,280億元,對比去年第四季1,270億元,因市場波動性減弱,該行輕微下調港交所2023年至2025年日均成交額預測,各至1,350億、1,510億及1,670億元。
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