大行評級|里昂:上調港交所目標價至287港元 上調2024及25財年盈利預測
里昂發表研報預計,港交所今年第二季度營收按年增長9%,税後淨利潤按年增長11%,主要由於其交易及清算費用收入增加。雖然特朗普當選美國總統或會帶來宏觀調整及動盪,惟該行認為美聯儲的戰略轉向將有利於資金流動。該行引述以往的數據顯示,港股日均成交額在美國大選週期後最少增長20%。
里昂亦將港交所2024及2025財年的盈利預測,分別上調6%及2%,以反映年初至今市場的數據,同時將其目標價由285港元上調至287港元,維持“跑贏大市”評級。
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