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大行評級|摩根大通:下調港交所目標價至340港元 維持“增持”評級
格隆匯 04-09 13:31
摩根大通發表亞太區交易所行業報告表示,將香港交易所的目標價由380港元下調至340港元。該行認爲過去一週的股價下跌已經充分反映了這些關稅風險因素,維持“增持”評級。交易所的投資焦點歷來取決於以下三點:第一是與本地市場的啤打曝光;第二與股票平均每日交易量(ADT)的聯繫;第三是公用事業功能。該行將港交所2025、2026及2027財年的每股盈利預測分別下調7%、18%及18%,因爲該行考慮到股票和衍生品交易量的疲軟以及投資收入的減少。該行料港股2025、2026及2027財年證券日均成交額各爲3410億、3370億及3670億港元。
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