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《大行報告》摩通料中資股反彈 建議增持港交所(00388.HK)
阿思達克 10-17 10:33
摩根大通發表報告,建議增持港交所(00388.HK),指該股過去三個月累計下跌32%,而同期恆指累跌18%。目前股價距離該行目標價400元,有62%的潛在上升空間,評級「增持」。 該行策略師預計,內地政策的可見性將推動中資股反彈,對中資股價格和交易量帶來積極的推動作用,亦是港交所的關鍵催化劑。因為港交所股價與日均成交額和MSCI中國指數的啤打值顯示出密切聯繫。 摩通預計,港交所第三季盈利為20.52億元,按季下降5%,主要是由於日均成交額下跌,當中部分被淨投資收入所抵銷,該行預計第三季淨投資收入將增長十倍至3.16億元,並在未來大幅增長。 該行補充,利率上升利好港交所淨利息收入將升至紀錄高水平,料貢獻明後兩年收入佔比達21%,或將帶動估值重評。
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