《大行報告》大摩下調港交所(00388.HK)評級至「減持」 降目標價至220元
大摩發表評級報告指,即使利率上升帶來更高的投資收益,但內地轉向優先推動工業領域、邊境重開之路仍具挑戰,以及中期IPO表現低迷,將會繼續對港交所(00388.HK)在香港市場的活動和收入構成壓力。
該行表示,自港交所公布第三季業績後,並考慮到連接計劃和其他舉措的貢獻放緩,加上營運成本仍然具黏性,故將其盈利預測下調,以致2023年及2024年每股盈測分別為降2.3%及降8.8%。該行將其目標價由252元下調至220元,並將其評級由「與大市同步」降至「減持」。
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