金吾财讯 | 国联民生证券研报指出，香港交易所(00388)2024年利润同比实现正向增长，实现收入及其他收益223.74亿港元，yoy+9%；归母净利润130.5亿港元，yoy+10%，业绩创历史新高。看好公司受益于港股市场交投活跃。
该行指，4Q24港股交投活跃，整体市场后续有望进一步改善。受益于内地市场政策“组合拳”刺激市场，港股现货市场成交金额向好；2024下半年港股新股市场表现活跃，后续IPO申请储备依然良好，截至2024年末有84家申请在处理中。
该行预测，公司2025/2026/2027营业总收入分别为23,849/25,494/27,330百万港元，同比+6.6%/+6.9%/+7.2%；归母净利润分别为13,959/14,982/16,206百万港元，同比+7.0%/+7.3%/+8.2%；EPS分别为11.01/11.82/12.78港元。我们依然看好公司短期的盈利修复能力和长期的增长空间，维持“买入”评级。
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