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研報掘金|中金:維持港交所“跑贏大市”評級及目標價310港元 上調今明兩年盈測
格隆匯 07-10 15:20
中金髮表研究報吿指,港交所將於8月下旬公佈次季業績,目前預測收入將達到54.1億港元,分別按年及按季增長8%與4%。撇除投資收益,主要與手續費用相關的收入將增長9%至41.2億港元,季度盈利預料按年升7%至31.1億港元,按季比較增長5%。中金預測上半年港交所收入大致按年持平,達到106.1億港元,盈利則預期按年下跌4%至60.8億港元。憧憬內部基金投資收益保持平穩,該行預期次季投資收益將按年增長6%至12.1億港元。市場近期回暖,該行相應將港交所今明兩年盈利預測上調3%及2%至126億及136億港元,維持“跑贏大市”評級,目標價310港元不變,對應今明兩年預測市盈率約31倍及29倍。
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