大行評級|瑞銀:微升港交所目標價至346港元 預計近期日均成交保持強勁
瑞銀髮表研究報吿指,預計港交所近期的日均成交會保持強勁,原因有三,一是投資者對內地任何額外政策刺激的分歧可能會促進交易,二是最近的調整可能提供了更具吸引力的入市時機,以及三是外國機構資金仍然顯著低配。該行指出,港交所10月及第四季至今的日均成交額分別達到2,550億港元及2,380億港元,按年升1.2倍及1倍。這按年增幅受到更高的波幅以及更大的市值帶動。該行料,今年收入、南向日均成交以及北向日均成交分別達1,310億港元、46億港元以及1,390億元。該行考慮到近期的市場活動及其最新的減息觀點,即特朗普重返白宮料致美聯儲未來減息路徑更趨温和,上調對港交所今年至2026年的每股盈利預測分別1%、3%及3%,至分別10.36港元、9.83港元及10.12港元,目標價由344港元微升至346港元,評級“中性”。
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