《大行報告》高盛:港交所(00388.HK)次季每股盈利符預期 收入低預期
高盛發表研究報告指,港交所(00388.HK)次季每股盈利按年增長近34%至2.29元,符合該行預期,惟低於市場預期的2.4至2.5元水平。季度收入創歷來同期新高,增長18%至逾50億元,但仍低於高盛預期約2%,撇除投資收益更較預期低3%。
該行指出,季度經營成本亦較預期低4%,期內僅增長3%,中止連續四個季度的雙位數百分比升勢。收市後管理層將舉行投資者交流會,高盛預期市場將關注未來新股上市趨勢、削減股票印花稅的可能性,以及交易所將如何提升股票市場流動性等。
高盛維持「買入」評級及列入確信買入名單,目標價為400元,即較現價水平有逾30%上行空間。
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