《大行報告》匯豐研究上調港交所(00388.HK)目標價至398元 評級「買入」
匯豐環球研究發表報告表示,港交所(00388.HK)可受惠大市成交額上升及新股活動提升估值,料未來有潛在兩大催化劑,包括潛在吸引沙烏地阿美(Saudi Aramco)來港上市、以及未來或有更多大型中國科技股上市,料有助港交所重新成為明年全球頂級的上市場所之一。該行上調港交所目標價由320元上調至398元,維持其評級為「買入」。
該行指,若能成功吸引沙烏地阿美來港作上市,將肯定了港交所的獨特之處,將內地資本引入至國際發行人,同時亦可加強內地投資者接觸這間具戰略性重點的能源安全公司。另外,港交所亦計劃明年上半年開通滬港通人民幣櫃台。
匯豐環球研究指,恢復大型內地科技公司來港上市,有助港交所重新成為明年全球頂級的上市場所之一,並為正在復甦的股市增添活力。該行表示,將港交所今年、明年及2024年的各年盈利預測分別上調5.7%、9.1%及7.4%。
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