《大行報告》花旗料港府擬升股票印花稅率 或影響港股成交一成 削港交所股盈5%
花旗發表報告表示,港府擬提交法案上調股票印花稅稅率,由現時買賣雙方按交易金額各付0.1%提高至0.13%,料此舉將降低港股波動性,或影響港股成交一成 削港交所每股盈利約5%。
該行估計量化基金(Quant Fund)佔港股目前日均成交量約10%至20%,若計及上調股票印花稅率30個基點,將令總體交易成本上升6%至15%,假設日均成交量有類似降幅,料港交所每股收益可能下降3%至7%。
就港交所公布去年第四季純利29.3億元,按年升48%(按季跌13%),高於市場原預期5%,指其投資收益強勁錄7.45億元,指業績穩固,維持對其「買入」評級及目標價575元。
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