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《大行報告》中金料港交所(00388.HK)次季盈利按年跌10%至24.8億元 第三季起或將逐季改善
阿思達克 07-08 10:18
中金發表研究報告指出,港交所(00388.HK)將於8月17日披露中期業績,該行預計公司第二季總收入44.7億元,按年跌10%,按季跌5%;剔除投資收益後主營收入43.1億元,按年跌5%,按季跌6%;盈利24.8億元,按年跌10%,按季跌7%。對其上半年總收入預測按年跌16%至91.6億元,盈利跌22%至51.5億元。 此外,該行認為因4、5月港股指數及換手率表現低迷,料港交所次季日均成交額(ADT)達1,297億元,按年跌14%,按季跌11%;料其主營業務收入按年跌5%,按季跌6%。受全球主要指數下行及HIBOR利率上行的綜合影響,預期港交所投資收益按年跌59%,按季則升77%。 中金又指,伴隨市場情緒回暖,港交所次季業績有望築底、第三季起或將呈現逐季改善趨勢;互聯互通機制持續深化、強化港交所長期競爭力。該行基本維持對其2022及2023財年盈利預測分別為119億及145億元,目標價續為460元,維持「跑贏行業」評級。
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