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大行評級|大摩:日均成交增加支持港交所第三季度盈利反彈 目標價為223港元
格隆匯 10-08 13:39
大摩發表報吿,由於市場氣氛好轉,自9月下旬以來大市日均成交額有所反彈,預計將會支持港交所第三季收入及純利分別按年增長8%及7%,估計淨投資收益將按年持平或按季增長3%,將港交所評級維持在“減持”,目標價為223港元。大摩提到,港股市場第三季日均成交額達1,190億港元,按年增長21%,而10月市場勢頭仍然持續,不過日均成交額的反彈是否具可持續性仍然是關鍵。另外,衍生產品日均成交量按年增長12%。再加上強勁的現金交易量,將帶動港交所第三季交易費用及結算費用收入按年分別增長14%及19%,成為主要的收入增長動力。
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