《大行報告》花旗上調港交所(00388.HK)目標價至315元 評級「沽售」
花旗發表報告表示,料港交所(00388.HK)今年第二季純利為28億元,按年持平,按季則增5%;交易費及交易系統使用費為17億元,將按年跌3%、按季亦跌12%,但基於持續上升的利率,季節性的較高存管、託管和代理人服務費,以及增加保證基金的利息收入等方面對收入帶來支持。
該行表示,由於交易量低於預期,將港交所今年每股盈餘預測下調2%,但基於投資收入增加,將明年、2024年的每股盈餘預測稍微上調2%至3%,目標價由310元上調至315元,維持其「沽售」評級,主因該股現價相當於今年預測市盈率35倍,估值不吸引且股息收益率僅為2.5%。(ca/s)
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