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大和重申友邦(1299.HK)“买入”评级目标价98港元
格隆汇 08-26 17:25

大和发表研究报告表示,受到近期香港社会部分活动影响,友邦(1299.HK)6月底起公司经由独立理财顾问(IFA)的销售疲弱,但该行相信经纪渠道销售的影响将会少于IFA渠道,因经纪在市场不明朗时较能主动为客户提供服务所需,预计香港销售的不明朗因素仍可控,估计对今年新业务价值(VNB)的一次性影响只为2%。该行指友邦为行业中首选股份,重申“买入”评级,目标价98港元。

该行又指,友邦中国业务表现较同业为佳,友邦中国在经纪人数上录得双位数增长,而经纪生产力方面亦有双位数增长,预期内地将会有更多专业及有良好教育的人加入经纪行业,并相信友邦中国具有强劲的市场竞争地位及策略执行能力。

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