《大行》高盛升港交所(00388.HK)目标价至431元 上调盈测

阿斯达克财经
28 Feb

高盛发表报告表示,港交所去年第四季盈利大致符合预期,预期会有更多新股及南向资金参与去推动股市交易量上升。港交所管理层提出今年的五大工作重点,一是缩小港交所小型和大型股票的最小买卖差价,首阶段料今年年中开始,而据平均每日成交额计,约一半港交所股票的买卖差价可能减半;二是潜在的“T+1”结算周期,港交所可以技术上在年底准备好,不过市场及生态圈亦需做好准备;三是检视新股规则的可能性,包括上市前后的合规;四是Orion衍生平台的发展,将于2028年推出,最后是探索与现有股市优势相辅相成的相关业务,例如数据平台及综合基金平台等。
该行考虑到港交所上财季业绩以及近期胜预期的交易量,上调港交所今年至2027年的每股盈利预测分别6%、4%及4%,将目标价由410元升至431元,重申维持评级“买入”。该行认为,港交所已确实进入交易量,导致每股盈利上升的周期,对股价而言是利好消息。(vc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-27 16:25。)

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