《大行》高盛升港交所(00388.HK)目標價至455元 上調盈測
高盛發表研究報告指,雖然港交所(00388.HK)的股價因每股盈利上調及估值擴張而於本年上升約35%,但相對於近期較強勁的市場活動水平,其價值仍被低估。該行估計,中期而言,若有更多A股公司在港上市,2025財年的日均成交額將有約15%的潛在上升空間,計及有一半機會發生的可能性,上調2026至27年的日均成交預測7%及6%,料分別達2,400億及2,580億元。該行預期,隨着更多新股上市,港交所的市值將持續擴大。
在香港上市衍生產品方面,高盛表示,推出新產品仍是ADV增長的核心。交易所已推出每週到期的指數期權及股票期權合約。
該行上調港交所2025至27財年的每股盈測2%、9%及10%,重申「買入」評級,目標價由398元調升至455元。
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