瑞银发表研究报告指,预计港交所次季税后净利润(NPAT)及收入分别增35%及30%至43亿港元及7亿港元,较市场预期高11%及7%,主要受惠于投资收益净额(NII)好过预期。该行料全年NPAT及收入分别按年升16%至150亿港元及300亿港元。该行指,次季日均成交额(ADT)按年升95%至2380亿港元,接近第一季2430亿港元的高峰;期内南下资金占比进一步提升至24%。展望下半年,该行料ADT将有所调整至1970亿港元,而上半年为2400亿港元。当中新股市场仍然活跃,目前仍有约200家企业等候上市,以科技、医疗及消费类为主。 该行将2025、26及27年的ADT预测分别上调14%、9%及8%,至2180亿港元、1850亿港元及2080亿港元;每股盈利预测分别上调5%、2%及4%,至11.9港元、10.5港元及11.5港元。该行将其目标价由393港元上调至430港元,维持“中性”评级。
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