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《大行報告》瑞信:互聯互通擴容 料港交所(00388.HK)收入增約1.8%
阿思達克 12-21 10:01
瑞信發表研究報告指,中港兩地監管機制聯合宣布互聯互通機制將進一步擴容,估計實施後將帶動北向交易量增加30%,佔年初至今A股市場總交易額的約85%;但由於現時在港主要上市外國公司數量不多且交易量有限,因此預期新安排實施後對南向交易的影響相信微乎其微。 該行表示,假設總交易額增幅與滬港通北向交易額增幅相同,根據2023財年的收入和交易預測,估計港交所(00388.HK)的收入將因此增長約1.8%,涉及約3.85億元。瑞信對港交所給予「跑贏大市」評級,目標價為340元。
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