《大行報告》野村下調港交所(00388.HK)目標價至388.02元 評級「買入」
野村發表報告,預計港交所(00388.HK)第三季總收入將按年下降20%,但按季持平,為42億元,較目前市場預期低9%,因為權益現貨商品業務(cash equities)的疲軟勢頭持續至第三季,料第三季淨利潤將按年下降30%(但按季或增長6%)至23億元,較市場預期低10%。料EBITDA按年下降27%,EBITDA利潤率料按年下降6.2個百分點或上升3.5個百分點至72%。
該行將港交所2022和2023財年的淨利潤預測分別下調7%和6%,對今明兩年港股日均交易額預測分別下調7%和8%,各至1,290億和1,450億元。
野村維持對港交所「買入」評級,目標價相應由412.19元下調至388.02元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.