《大行報告》港交所(00388.HK)投資評級及目標價(表)(更新)
港交所(00388.HK)將於下周三(17日)公布今年中期業績,受本地第五波新冠疫情、美聯儲局持續加息及資金外流等因素影響下,高盛料港股今年首季及第二季日均成交額各為1,470億元(按年跌34%)及1,300億元(按年跌13.9%),本網綜合8間券商預測,港交所2022年中期純利介乎49.36億元至52.99億元,較2021年同66.1億元,按年下跌19.8%至25.3%;中位數51.59億元按年跌22%。
市場關注中美關係存較大不確定性,就中概股會計審計能否達協議協議,阿里巴巴-SW(09988.HK)近期宣布申請在本港作「雙重主要」上市,或會有機會形成新一輪上市潮,相關股份未來或有機會納入「港股通」,中長期提振港股成交額,投資者關注港交所管理層最新營運指引(包括IPO業務)及IPO業務改革等。
下表列出17間券商對其評級及目標價:
券商│投資評級│目標價(港元)
瑞銀│買入│480元
中信建投│買入│472元
中金│跑贏行業│460元
里昂│買入│460元
高盛│買入│475元->451元
星展│買入│449元
野村│買入│439.05元
瑞信│跑贏大市│432元
美銀證券│買入│430元
中信證券│買入│425元
廣發証券│增持│424.11元
華泰証券│增持│417元
匯豐環球研究│持有│405元
摩根大通│增持│430元->400元
招商證券國際│中性│375.4元
摩根士丹利│與大市同步│340元
花旗|沽售│315元
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