大行評級|高盛:予港交所目標價330港元 潛在股息利得税削減對港股成交為重大利好
高盛發表報吿指,彭博引述消息報道中國證監會和國家税務總局正在審議香港提交的一項計劃,免收港股通股息20%利得税。受消息帶動,港交所股價上週五收升7%。雖然該行不對結果發表看法,但提出上行情景,即若建議獲落實後,南向通成交量可能會上升。該行指,注意到南向通投資者偏好高股息率股票。高盛預計,2024財年股票交易每日平均成交額將趨於平穩,2024至2026財年的年均複合增長率約為12%,因為成交量將出現拐點,並回到原來的增長軌道。由於市場估值呈上升趨勢,可能會推動IPO數目,從而有助於市場交易量和港交所股價。目前該行對港交所目標價為330港元。
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