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大行評級丨花旗:港交所購置永久總部物業對成本影響或有限 予其“買入”評級
花旗發表報告指,港交所向香港置地的附屬公司購置交易廣場物業作永久總部。該行料收購對成本的影響可能有限,因爲所收購物業的折舊費用增加,大部分可被較低的租金開支所抵銷,香港置地披露2024年的租金開支爲1.84億港元。同時,該行認爲由於港交所的外部投資組合被變現以爲收購提供資金,投資收入可能下降。外部投資組合在2024年的總收入爲4.47億港元,佔2024財政年度稅前盈利的3%。該行認爲收購可能會對盈利造成低單位數字的負面影響。該行予港交所“買入”評級,目標價385港元。
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