研報掘金|中金:維持港交所“跑贏行業”評級 建議留意其投資價值
中金髮表研究報吿指,預期港交所今年首季收入按年升31%、按季升7%至68.3億港元,費用收入料按年升47%、按季升10%至56.5億港元,季度純利料按年升36%、按季升7%至40.5億港元。該行推算,今年首季港股日均成交額按年升144%、按季升30%至2427億港元,指數為本的衍生產品之日均成交股數按年升6%。中金估算期內有15只新股完成上市,集資額達182億港元,按年及按季分別升279%及跌43%,預期首季末止,有104宗上市申請在處理階段。該行維持港交所“跑贏行業”評級以及目標價435港元。該行料本地及海外市場的政策改變可帶動市場交易更活躍,認為宏觀政策潛在出台及香港市場深化改革或帶來估值重評的催化劑,建議留意港交所的投資價值。
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