《大行報告》中金料港交所(00388.HK)上季按年少賺12% 評級維持「跑贏行業」
港交所(00388.HK)將於2月底公布去年末季及全年度業績。中金發表報告,預料港交所上季收入按年跌7%至48.4億元,剔除投資收益後主營業務收入按年跌15%至35.9億元,純利料按年跌12%至26.4億元。累計來看,預計全年總收入按年升11%至205億元,盈利料按年升18%至119億元。
中金表示,交投低迷或拖累上季主營費類收入表現、衍生品及商品業務料表現穩健,又指上季完成26間IPO、融資額214億元,按年跌31%,考慮當前A股及港股IPO市場監管環境的差異、以及港股上市新規持續優化,若市場情緒好轉,中金預計港股融資情況有望持續修復。
中金表示,由於價升量減,預計投資收入按季保持平穩,預計上季投資收益按年升30%至12.1億元,佔總收入25%。中金表示,維持港交所在2023年、2024年及2025年盈利預測不變,以及維持其目標價為360元,其評級為「跑贏行業」。
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