【摩根士丹利升港交所评级至增持 目标价大幅上调至450港元】金十数据2月24日讯,摩根士丹利上调对港交所(00388.HK)投资评级及目标价,评级由与大市同步上调至增持,目标价由310港元上调至450港元。该行上调对港交所每日平均成交及盈利预测,并见到金融风险周期见底,以及中国成功地把经济增长模式由地产推动转为创新推动,支持新股上市、成交量及衍生工具业务。该行上调对港交所2026年日均成交预测至2000亿元,受惠于更多上市、股份价值重估推动市值上升,以及交易速动性由去年100%升至2026年预测的110%。该行指,港交所目标价相当于2026年预测市盈率35倍,接近历史估值高端,每股盈利料为12.94港元。该行亦见到有更多机会出现最乐观情景,即2026年日均成交达2400亿元,每股盈利预测为15.16元港。
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