《大行報告》高盛下調港交所(00388.HK)目標價至368元 續列確信買入名單內
高盛發表報告指,港交所(00388.HK)將於本月20日公布第三季業績,受累市場交投疲軟,預料其季度每股盈利將按季跌約5%,至每股2.18元,按年比較仍升22%,主要由於投資收益表現較去年同期改善,預料市場將關注正籌備上市的IPO宗數,以及港府與交易所在改善市場流動性方面的努力。
該行指出,宏觀經濟疲軟,投資者對持有中資股份信心下降,加上恆指市盈率低迷,令港股換手率跌至歷史低位。截至目前,港股20天移動平均線成交額為760億元,低於第三季的880億元,但仍高於2019年中期660億元低位。
目前高盛預計2023至2025年股市日均成交額將分別達到1,040億、1,170億及1,330億元,對比年初至今為約1,080億元。因應股市成交預測下調,高盛亦將港交所2023至2025年每股盈利預測下調4%、6%及2%,維持「買入」評級,並繼續列入確信買入名單之內,目標價從380元下調至368元。
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