《大行報告》麥格理下調保誠(02378.HK)目標價7%至187元 評級「跑贏大市」
麥格理發表報告指,保誠(02378.HK)分拆M&G業務,為保誠之市場價值增值,相信未來十二個月有上升空間,而集團美國業務發展策略自推動增長轉至製造現金流,並以降低對沖成本為目標。本港業務方面,該行預料短期內將受影響,主要由於中港之間跨境銷售減少,而保誠香港業務貢獻集團新業務保費達50%。基於分拆後影響,下調今年每股盈利及每股內涵價值預測分別22%及19%,目標價下調7%至187元,評級維持「跑贏大市」。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.