大行評級|高盛:上調港交所目標價至345港元 確認“買入”評級
高盛發表報吿表示,確認對港交所“買入”評級,目標價由341港元上調至345港元,並上調公司今明兩年每股盈利預測3%及2%,反映近期港股成交強勁。該行見到每股盈利週期見底的更多證據,且股市市盈率低於中週期,提供具吸引力的風險回報。該行認為有3項正面主題推動港交所股價,包括3項影響港交所成交指標朝向上升,股市60天日均成交已由去年第四季的低位870億港元回升至1,200億港元,在有利宏觀經濟及上市公司盈利下將帶來巨大上升空間。另外,香港交易衍生工具及倫敦金屬交易所交易衍生工具成交增長分別達10%及40%。此外,擴大互聯互通政策擴大港交所相關盈利,並使南向通成為股市成交更大推動力,尤其是下調南向投資者股息税可進一步增加南向投資者參與,港交所及證監會亦研究推出國債期貨交易。
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