【中金：下调港交所目标价至440港元 预计第三季度盈利按年增加7%】金十数据10月15日讯，中金发表研究报告，预计港交所今年第三季度收入按年增加6%，按季持平于54.1亿港元；海外流动性边际宽松及潜在经济政策持续出台，可能进一步催化港股交易情绪、为港交所盈利及估值提供下行保护。另外，在2025年中枢假设下，若日均交易金额(ADT)每提升10%，该行测算将带动港交所净利润提升8.6%，若ADT预期持续提升将进一步打开港交所估值上行空间。基于成交假设调整及2025年税收政策变化，中金将港交所2024及2025财年的盈利预测，分别下调2%及6%，并相应将其目标价下调8%至440港元，维持“跑赢行业”评级。
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