2024年10月24日,港股交易所公司ADT Inc.(ADT)股价盘前大涨5.06%,引发市场广泛关注。消息面上,ADT主要受惠于母公司香港交易所(00388)近期业绩向好及交投活跃度提升的利好影响。
香港交易所于近日公布了2024年第三季度财报,业绩符合市场预期,收入和利润均有不错表现。其中,香港交易所的日均成交额(ADT)同比大增21%,成为推动收入增长的主要动力。ADT是香港交易所主要收入来源之一,两者业绩存在高度相关性。随着经济复苏和利率下行预期,分析师预计香港交易所四季度交投活跃度还将进一步提高,从而带动ADT的收益继续大增。
另一方面,香港交易所三季度新股IPO融资额也创下了单季新高。高额融资将带来可观手续费收入,从而为港交所和ADT股价的持续上涨注入动力。部分分析师指出,港交所业绩向好将支撑ADT估值进一步提升,给予后者较高的上行空间。
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