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《大行報告》瑞信下調港交所(00388.HK)目標價至375元 評級「跑贏大市」
阿思達克 09-16 09:42
瑞信發表研究報告指出,據外電報道港交所(00388.HK)正計劃放寬對硬科技公司來港上市的收入要求,該行相信有關倡議雖然未必完全出乎市場意料,但由於內地硬科技行業急速發展,料對港交所集資有利。 今年第三季至今,港交所日均成交額僅990億元,較第二季下跌24%。該行將港交所今年日均成交額預測由1,290億元下調至1,240億元,略低於市場預期,意味著今年餘下時間的日均成交額為1,180億元。 此外,該行將其2023及2024年的日均成交額預測,分別由1,470億及1,660億元,下調至1,410億及1,620億元;2022至2024年的每股盈利預測下調3.7%、1.4%及2.4%。目標價相應由396元降至375元,維持「跑贏大市」評級。
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