《大行報告》港交所(00388.HK)投資評級及目標價(表)
港交所(00388.HK)將於2月23日(周四)公布去年業績,受全球經濟走弱、本港新冠疫情、美國進取加息令金融市場波動影響下,本網綜合16間券商預期港交所2022年純利介乎94.28億元至104.23億元,較2021年純利125.35億元,按年下跌16.8%至24.8%;中位數98.4億元,按年跌21.5%。
據港交所披露去年市場統計數據,港股去年平均每日成交金額1,249.07億元按年跌25.1%、首次公開招股集資額1,045.7億元按年跌68.4%。
綜合13間券商,預期港交所2022收入及其他收益介乎168.8億元至185.81億元,較2021年同期209.5億元,按年下跌11.3%至19.4%;中位數182.88億元,按年跌12.7%。綜合4間券商預期港交所2022年投資收益介乎7.85億元至14.98億元,較2021年同期13.04億元,按年下跌39.9%至上升13.9%;中位數11.4億元,按年跌12.6%。隨著香港與內地通關,市場關注港交所管理層對今年業務指引及拓展計劃,關注內地ETF通、人民幣櫃台、股票通擴容等改革等進展。
下表列出16間券商對其評級及目標價:
券商│投資評級│目標價
大和│買入│460元
高盛│買入(「確信買入」名單)│441元
野村│買入│424.78元
中信建投│買入│418元
華泰證券│買入│415元
瑞銀│買入│405元
中信証券│增持│400元
中金│跑贏行業│400元
匯豐環球研究│買入│398元
美銀證券|買入│360元
里昂│買入│355元
瑞信│跑贏大市│340元
星展│買入|335元
招商証券│強烈推薦│303.6元
摩根士丹利│減持│220元
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