《大行報告》大摩下調港交所(00388.HK)目標價至240元 降港股今明兩年日均成交預測
摩根士丹利發表報告,將港交所(00388.HK)今明兩年的日均成交預測,分別下調8%及10%,2025年則下調7%,主要因為資本市場仍然不活躍。新的假設下,2023、2024及2025年的日均成交分別為1,050億、1,310億及1,360億元。由於新股及衍生工具市場表現溫和,該行亦下調上市費用收入預測。
該行指,港交所第三季投資收入超出該行預期6%,主要因為投資回報較預期高,因此將今年投資淨收入預測調高21.4%,相信明年繼續受惠於高息環境。因應上述調整,目標價由251元下調至240元,評級「減持」。
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