股價直線拉漲,小摩升港交所目標價至570港元
今日看點
1.小摩將港交所(00388)目標價由545港元升至570港元,維持“增持”評級。該行對港交所2021-23年每股盈利預測較市場同業分別高出2%/16%/21%,但下調港交所今年每股盈利預測9%,反映今年第二季證券日均成交環比跌28%,以及衍生工具環比跌31%較預期弱的表現。
2.小摩將騰訊控股(00700)目標價由750港元降至710港元,維持“增持”評級。該行預計未來6至12個月股價將主要受監管環境變化及長期盈利能力所影響,又強調內地對行業監管壓力是否已過去,現時仍言之過早。該行還預計,騰訊未來半年的股價將在現水平上下波動,目前估值屬合理及吸引,對其長期投資看法維持不變。
3.大摩將蘋果(AAPL)目標價從162美元上調至166美元,並維持“增持”評級。分析師預計截至6月的Q3收入和每股收益將超過市場普遍預期2%,但她也承認Q3業績“不太可能成爲股價的重要推動因素”;而且分析師還上調2022財年iPhone出貨量預測。
【港交所、騰訊等支持20倍槓桿日內交易】

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