《大行報告》瑞信升友邦(01299.HK)目標價至98元為內地市場開放主要受益者
瑞信發表報告指,雖然中美關係持續緊張,惟中保監早前表示,其開放內地保險市場之步伐將繼續。該行相信開放外資全資持有保險機構之機會率增加,有助友邦(01299.HK)於內地擴大其業務版圖。於內地開放市場的前提下,該行相信友邦為主要得益者,將可維持其於內地市場的優勢,認為目前市場仍低估友邦於內地的發展潛力。
報告指,內地進一步開放保險市場後,友邦於2021-2031年間將每年增加一個城市的業務覆蓋,料期間新業務價值增長年複合增長率可達逾30%。上調友邦目標價,自89.9元升至98元,評級維持「跑贏大市」。
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