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《大行報告》券商予港交所(00388.HK)投資評級及目標價(表)
阿思達克 08-07 15:05
港交所將於下周三(16日)公布今年中期業績,受宏觀經濟挑戰等因素影響下,港股今年上半年平均每日成交金額1,155億元(較2022年同期1,383億元)按年下跌逾16%,但因全球主要指數及香港銀行同業拆息(HIBOR)上行,料令投資收益按年顯著上升(摩通料公司中期相關收益28.54億元,較去年同期8,900萬元大升31倍),為業績帶來明顯的支撐。 本網綜合5間券商預期港交所2023年中期純利介乎62.09億元至66.08億元,較2022年中期純利48.36億元,按年上升28.4%至37.9%;中位數65.66億元,按年升35.8%。投資者將關注港交所管理層對營運業務及投資收益最新指引。 下表列出13間券商給予其評級及目標價(港元): 券商│投資評級│目標價(港元) 中信建投証券│買入│459元 廣發証券│增持│450元 國泰君安証券│增持│430元 里昂│買入│425元 中信証券│增持│415元 星展│買入│403元 高盛│買入(「確信買入」名單)│400元 中金│跑贏行業│400元 野村│買入│388.86元 摩根大通│增持│376元 瑞信│中性│339元 美銀證券│買入│338元 摩根士丹利│減持│251元
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