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《大行報告》大摩料港交所(00388.HK)第三季核心收入維持低水平 盈利受淨投資收入支持
阿思達克 10-17 10:35
摩根士丹利發表報告指,港交所(00388.HK)第三季核心收入維持低水平,在低基數下按年只是持平,主要由商品交易支撐,相信短期仍然面對挑戰,因為新股市場及互惠基金銷售淡靜。 該行估計,第三季港股日均成交980億元,按年升1%,按季跌4%,即使第三季有14宗新股上市,但總市值由6月底的33.8萬億元,下跌至9月底的32.1萬億元。9月日均成交減少至900億元,是今年以來最少,雖然管理層指新股上市情況健康,但估計進度仍然緩慢,新的策略例如引進中東資金等,需要數以年計的時間,才能達致可觀的收入貢獻。 大摩估計,在高利率環境下,港交所淨投資收入維持在高水平,第三季投資收入約11.43億元,相當於總收入22%,淨投資收入推動總收入按年增長18%,純利按年增長30%。 該行認為市場仍具不確定性,日均成交仍然受壓,對港交所評級「減持」,目標價251元。
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