Note

大华继显:下调港交所(00388)评级至“持有” 目标价降至300港元

· Views 47

大华继显发布报告称,下调港交所(00388)评级至“持有”,预计由于核心收入低迷,港交所将在去年第4季的净利润边际下滑,但强劲的净利息收入将弥补这一影响。然而,令人失望的日均成交量复苏和净利息收入见顶,为2024年盈利带来不确定性,目标价由370港元下调至300港元。

该行表示,由于核心营收增长持续低迷,对去年第4季获利预期较低,预计港交所2023年第4季的收入和净利润分别为51.4亿元和29.3亿元,分别同比跌1%及跌1.5%,港交所的策略和正在进行的改革不受领导层变动的影响。因此,预期港交所的策略不会发生任何重大变化,连接中国和海外资本市场,以及正在进行的改革以吸引新上市。

Disclaimer: The content above represents only the views of the author or guest. It does not represent any views or positions of FOLLOWME and does not mean that FOLLOWME agrees with its statement or description, nor does it constitute any investment advice. For all actions taken by visitors based on information provided by the FOLLOWME community, the community does not assume any form of liability unless otherwise expressly promised in writing.

FOLLOWME Trading Community Website: https://www.followme.com

If you like, reward to support.
avatar

Hot

No comment on record. Start new comment.