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《大行報告》美銀證券降港交所(00388.HK)目標價至360元 評級「買入」
阿思達克 11-29 10:01
美銀證券發表報告指,在經歷了今年市場疲軟、成交量和投資收益下降、海外資金可能流出和LME鎳交易事件影響的艱難局面後,預計港交所(00388.HK)明年的盈利將增長20%,而明年日均成交量假設為1,200億元,與今年大致持平。 報告指,明年增長預測的主要原因是香港多輪加息後利息收入增加,以及投資虧損明年潛在收復失地。該行預測中無計及對LME訴訟的潛在撥備。另將明年和後年的盈利預測下調3%至4%,並降低成交量假設。目標價下調2%,由369元降至360元,重申「買入」評級。
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