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《大行報告》港交所(00388.HK)投資評級及目標價(表)
阿思達克 04-18 15:47
港交所(00388.HK)將下周三(26日)公布首季業績,據中金料港股首季日均成交額1,278億元按年跌13%(按季升0.5%),但受惠海外市場利率保持保位及投資收益明顯增長所帶動,本網綜合7間券商,預期港交所2023年首季純利介乎30億元至33.58億元,較2022年首季26.68億元,按年升12.4%至25.9%;中位數31.6億元,按年升18.4%。 綜合6間券商,預期港交所2023年首季收入及其他收益介乎51億元至55.06億元,較2022年同期46.9億元,按年上升8.7%至17.4%;中位數53.32億元,按年升13.7%。綜合4間券商預期港交所2023年首季投資收益淨額介乎7.8億元至14.89億元,較2022年首季5,900萬元,按年大升12.2倍至24.2倍;中位數11.64億元,按年升18.72倍。市場將關注港交所管理層的最新營運指引、港股通人民幣計價推進情況。 下表列出13間券商給予其評級及目標價: 券商│評級│目標價(港元) 中信建設│買入│459元 高盛│買入(「確信買入」名單)│437元 里昂│買入│425元 匯豐環球研究│買入│422元 瑞銀│買入│418元 野村│買入│415.26元 華泰證券│買入│415元 摩根大通│增持│400元 中金│跑贏行業│400元 招商証券│強烈推薦│394.2元 瑞信│中性│350元 花旗│沽售│300元 摩根士丹利│減持|253元
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