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《大行報告》高盛料港交所(00388.HK)首季每股盈利按年增18% 評級「買入」
高盛發表研究報告指,預期港交所(00388.HK)首季每股盈利按年增18%,是連續第二個季度每股盈利按年正增長,預計每股盈利將為2.48元,相當於週期高峰(2021年第一季)的約80%,而目前股價約為2021年第一季/高峰水平的60%。 該行預計,港交所首季的收益率按季穩定,更好的資產市場表現將帶來整體更高的投資收益;成本增長將從去年年中高十位數的百分比高峰,繼續下降至約低十位數。高盛維持港交所「買入」評級(確信名單),目標價為437元不變。
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