大行評級|美銀:維持港交所“買入”評級 IPO及阿里納入南向通對交投輕微正面
美銀證券發表報吿指出,今年首八個月香港IPO集資規模依然低迷,按年跌5%至約198億港元。期內,共43間公司透過IPO上市,相對於去年同期為39間。雖然近期於9月來自內地的大型IPO,以及即將在今年第四季進行的IPO預計將導致全年融資規模超過去年的460億港元水平,但該行預計今年融資規模達900億港元,仍低於2022年的1,050億港元,以及2018至2021年的3,000億至4,000億港元水平。該行稱,近期或即將上市的大型IPO全部來自內地。
對於阿里巴巴於9月10日加入港股通後,首四個交易日中,除了首日的成交額較高,佔全港總成交額的4% ,或南向總成交額的24%外,阿里港股通成交量佔全港總成交額的1%至2%,或南向總成交額的6%至13%,與該行5月時的預測一致。該行認為,短期內單一股票對整體市場成交額的影響可能仍然有限。該行維持對港交所的“買入”評級,估計即將到來的減息對成交額有正面影響,目標價為298港元。
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