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大行評級|高盛:微升港交所目標價至330港元 上調2024至26年每股盈測

高盛發表研究報吿,指港交所受惠投資收益增加,首季每股純利勝預期。由於公佈季績不設管理層會議,該行料股本證券日均成交額(ADT)上升、股市流通性改革、衍生工具相關收入增長將驅動股價。該行料ADT將於上半年見底,隨後回升,料市場有望提升對其每股盈測。

該行現時料2024至2026年股本證券ADT分別為1,040億、1,180億及1,300億港元。股本證券ADT相關收入貢獻港交所收入達32%,屬最大單一收入來源。考慮首季業績及4月至今股市交投,該行分別上調2024至2026年每股盈測3%、2%、1%,目標價由325港元微升至330港元,評級“買入”。

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