二十诸天
2023-03-03
这篇文章不错,转发给大家看看
@价值投资为王:
港交所Q4:熬过寒冬,便是春暖花开!
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</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/880a60b00d6330c2c53c1839bc825348\" tg-width=\"1212\" tg-height=\"571\"></p>\n<p>但是,2022年四季度,港股暴力反弹,市场交易热情高涨,进而带动港交所创出历史最高四季度成绩:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1d2d85ce5ec016d6a8392436a29bb07\" tg-width=\"1197\" tg-height=\"442\"></p>\n<p>虽然港交所的业绩和行情息息相关,但最近几年,港交所一直在变革,努力增加收入来源,比如扩大港股通标的范围、成立港币-人民币双柜台模式、推出SPAC上市机制、加快小型科技公司上市等。</p>\n<p>最近的消息是香港正研究取消恶劣天气下停牌的制度,有望带动港股成交额提升。</p>\n<p>从历年收入来看,港交所的营收和净利润虽然呈现周期性,但总的方向是一直向上的:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70aa20e09e00abeb282ef8b9dbc3a607\" tg-width=\"1526\" tg-height=\"630\"></p>\n<p>如此稳定的公司,资本市场给予了慷慨的估值,港交所目前的市盈率为40PE,处于历史均值附近:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b052abec73fa50a850dbb0429a5850b\" tg-width=\"1040\" tg-height=\"506\"></p>\n<p>由上图不难看出,港交所pe估值范围在30-50之间,机会和风险一目了然。</p>\n<p>目前恒生指数只有20000点,市盈率只有10PE,处于最近10年48%的分位:</p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/657e2235fc4c4e0e8d7fc3b948635189\" tg-width=\"1399\" tg-height=\"520\"></p>\n<p>考虑到美股止跌、A股货币宽松和上市公司疫后复苏,港股今年大概率走牛,目前,彭博分析师对港交所2023年的收入增速预测为28.6%。</p>\n<p>若真如分析师所料,港交所的动态市盈率已经接近历史低值。</p>\n<p>如果继续回调,准备加仓:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/620b3206913ea3f1dc7d84ec1ecf0647\" tg-width=\"1080\" tg-height=\"2182\"></p>\n<p> <a href=\"https://laohu8.com/S/00388\">$香港交易所(00388)$</a> <a href=\"https://laohu8.com/S/HKXCY\">$香港交易所ADR(HKXCY)$</a> </p>\n<p> </p>\n<p> </p></body></html>","htmlText":"<html><head></head><body><p>昨日中午,港交所发布四季报及2022年年报,其中,四季度收入及其他收益52亿港币,同比增长9.9%,创历史最佳四季度表现。但全年净利润100.8亿港币,同比下滑19.6%。</p>\n<p>财报发布之后,港交所反应平淡,随后在港股走弱的情况下回调。</p>\n<p>港交所是全球顶级的核心资产,收入主要来自交易及上市费用,2022年由于港股熊市影响,各项交易数据普遍回调,由此造成业绩下滑:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/880a60b00d6330c2c53c1839bc825348\" tg-width=\"1212\" tg-height=\"571\"></p>\n<p>但是,2022年四季度,港股暴力反弹,市场交易热情高涨,进而带动港交所创出历史最高四季度成绩:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1d2d85ce5ec016d6a8392436a29bb07\" tg-width=\"1197\" tg-height=\"442\"></p>\n<p>虽然港交所的业绩和行情息息相关,但最近几年,港交所一直在变革,努力增加收入来源,比如扩大港股通标的范围、成立港币-人民币双柜台模式、推出SPAC上市机制、加快小型科技公司上市等。</p>\n<p>最近的消息是香港正研究取消恶劣天气下停牌的制度,有望带动港股成交额提升。</p>\n<p>从历年收入来看,港交所的营收和净利润虽然呈现周期性,但总的方向是一直向上的:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70aa20e09e00abeb282ef8b9dbc3a607\" tg-width=\"1526\" tg-height=\"630\"></p>\n<p>如此稳定的公司,资本市场给予了慷慨的估值,港交所目前的市盈率为40PE,处于历史均值附近:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b052abec73fa50a850dbb0429a5850b\" tg-width=\"1040\" tg-height=\"506\"></p>\n<p>由上图不难看出,港交所pe估值范围在30-50之间,机会和风险一目了然。</p>\n<p>目前恒生指数只有20000点,市盈率只有10PE,处于最近10年48%的分位:</p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/657e2235fc4c4e0e8d7fc3b948635189\" tg-width=\"1399\" tg-height=\"520\"></p>\n<p>考虑到美股止跌、A股货币宽松和上市公司疫后复苏,港股今年大概率走牛,目前,彭博分析师对港交所2023年的收入增速预测为28.6%。</p>\n<p>若真如分析师所料,港交所的动态市盈率已经接近历史低值。</p>\n<p>如果继续回调,准备加仓:</p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/620b3206913ea3f1dc7d84ec1ecf0647\" tg-width=\"1080\" tg-height=\"2182\"></p>\n<p> <a href=\"https://laohu8.com/S/00388\">$香港交易所(00388)$</a> <a href=\"https://laohu8.com/S/HKXCY\">$香港交易所ADR(HKXCY)$</a> </p>\n<p> </p>\n<p> </p></body></html>","text":"昨日中午,港交所发布四季报及2022年年报,其中,四季度收入及其他收益52亿港币,同比增长9.9%,创历史最佳四季度表现。但全年净利润100.8亿港币,同比下滑19.6%。 财报发布之后,港交所反应平淡,随后在港股走弱的情况下回调。 港交所是全球顶级的核心资产,收入主要来自交易及上市费用,2022年由于港股熊市影响,各项交易数据普遍回调,由此造成业绩下滑: 但是,2022年四季度,港股暴力反弹,市场交易热情高涨,进而带动港交所创出历史最高四季度成绩: 虽然港交所的业绩和行情息息相关,但最近几年,港交所一直在变革,努力增加收入来源,比如扩大港股通标的范围、成立港币-人民币双柜台模式、推出SPAC上市机制、加快小型科技公司上市等。 最近的消息是香港正研究取消恶劣天气下停牌的制度,有望带动港股成交额提升。 从历年收入来看,港交所的营收和净利润虽然呈现周期性,但总的方向是一直向上的: 如此稳定的公司,资本市场给予了慷慨的估值,港交所目前的市盈率为40PE,处于历史均值附近: 由上图不难看出,港交所pe估值范围在30-50之间,机会和风险一目了然。 目前恒生指数只有20000点,市盈率只有10PE,处于最近10年48%的分位: 考虑到美股止跌、A股货币宽松和上市公司疫后复苏,港股今年大概率走牛,目前,彭博分析师对港交所2023年的收入增速预测为28.6%。 若真如分析师所料,港交所的动态市盈率已经接近历史低值。 如果继续回调,准备加仓: $香港交易所(00388)$ 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