《大行報告》野村下調友邦(01299.HK)目標價至75.91元 評級「中性」
野村發表研究報告指,在固定匯率基準下,將友邦(01299.HK)2019年度整體新業務價值(VONB)增長預測由18%減至16%(反映2019年度下半年VONB按年增長13%),主因受累本港示威持續及本港保險市場競爭加劇,該行將友邦2019年度本港VONB增長預測由17%削至9%。
同時,該行認為友邦近日在河北及天津新開分行,故將其2019年度至2021年度內地VONB增長預測由38%升至40%。野村將友邦目標價由76.01元下調至至75.91元,維持評級「中性」;另偏好中國平安(02318.HK),給予評級「買入」,目標價114.87元。
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