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《大行報告》大和下調港交所(00388.HK)目標價至415元 重申「買入」評級
阿思達克 10-21 10:17
大和發表評級報告指,港交所(00388.HK)早前舉行第三季業簡報會,並進一步談及有關外企獲納入滬港通、設人民幣交易櫃台、開放先進技術公司來港上市及倫敦金屬交易所(LME)的地位。 該行指,即使第三季新股市場回暖,港交所認為目前仍然是一個避險市場,投資者情緒低迷,但旨在分散投資上市公司範圍,並認為中國證監會公布將外企納入滬港通,可推動海外發行人,並作為接觸內地和國際投資者的渠道,同時指出設人民幣交易櫃台可增加內地投資者興趣,港交所認為兩者可提升公司的多樣性。 大和表示,即使有部分外國公司對與內地互聯互通計劃感興趣,惟港交所認為仍需時與相關持份者討論,目前已在倫敦和紐約開設辦事處。 該行將港交所2022年至2024年收入預測下調10%至15%,純利則下調21%至23%,同時將其目標價由515元下調至415元,重申「買入」評級。(ca/w) ~
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