《大行報告》大和上調港交所(00388.HK)目標價至460元 評級「買入」
大和發表研究報告,上調港交所(00388.HK)目標價,由415元上調至460元,評級「買入」。該行基於最新市場數據,下調對港交所去年收入及盈利預測0.4%,但基於內地經濟復甦,上調2023及2024年預測介乎3.2%至4.4%。
該行指,本港財政司司長陳茂波早前訪問沙地阿拉伯,引發市場關注沙地阿美海外上市計劃。該行認為,國際關係為沙地政府的主要考慮因素,中國與沙地強化雙邊關係,並在近日達成重大進展。市場融資能力方面,本港在市場跑輸下仍能成為主要股市融資中心。
就公眾持股規定方面,全球主要交易所均有相關要求,沙地阿美或難以達到本港的15%公眾持股最低要求,需申請特別安排,沙地阿美子公司已在當地上市,似乎有更大彈性。該行認為,倫敦證券交易所及港交所為沙地阿美目前考慮海外上市地點。
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