大摩:维持香港交易所(00388)“增持”评级 看好盈利上行空间

智通财经网
Aug 20

智通财经APP获悉,摩根士丹利发布研报称,截至8月19日,港股年初至今的日均成交额为2,440亿港元,对比2023及2024年同期分别为1,050亿及1,320亿港元。大摩维持对香港交易所(00388)“增持”评级,看好盈利持续上行潜力,目标价为500港元。

港交所第二季净利润同比增长41%至44.4亿港元,较大摩及市场预期分别高出7%及8%,主要受惠于较佳的净投资收入及租约调整收益,核心业务一如预期增长强劲,第二季日均成交额同比增长95%至2,380亿港元,主要受到南向交易的推动,至7月份日均成交额更高达2,630亿港元。

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